RWA
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River Wealth Advisors’s Halliburton HAL Stock Holding History

River Wealth Advisors’s Portfolio HAL Stock Details HAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-11,239
Closed -$329K – 161
2019
Q1 		$329K Sell
11,239
-1,739
-13% -$52.5K 0.14% 132
2018
Q4 		$345K Sell
12,978
-12,131
-48% -$409K 0.15% 124
2018
Q3 		$1.02M Sell
25,109
-6,025
-19% -$249K 0.38% 85
2018
Q2 		$1.4M Sell
31,134
-1,431
-4% -$71.3K 0.55% 62
2018
Q1 		$1.53M Buy
32,565
+1,250
+4% +$61.7K 0.64% 59
2017
Q4 		$1.53M Sell
31,315
-804
-3% -$35.4K 0.64% 61
2017
Q3 		$1.48M Sell
32,119
-2,578
-7% -$108K 0.67% 57
2017
Q2 		$1.48M Sell
34,697
-804
-2% -$36.9K 0.69% 50
2017
Q1 		$1.75M Buy
35,501
+831
+2% +$44.7K 0.85% 43
2016
Q4 		$1.88M Buy
34,670
+1,915
+6% +$95.5K 0.95% 37
2016
Q3 		$1.47M Buy
32,755
+527
+2% +$23K 0.81% 48
2016
Q2 		$1.46M Buy
32,228
+852
+3% +$35K 0.84% 42
2016
Q1 		$1.12M Buy
31,376
+927
+3% +$30.3K 0.67% 57
2015
Q4 		$1.04M Sell
30,449
-372
-1% -$14K 0.66% 57
2015
Q3 		$1.09M Buy
30,821
+4,181
+16% +$164K 0.75% 51
2015
Q2 		$1.15M Buy
26,640
+3,376
+15% +$156K 0.73% 55
2015
Q1 		$1.02M Buy
+23,264
New +$970K 0.63% 60

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

River Wealth Advisors's HAL Position: Q2 2019 in Review

River Wealth Advisors sold out of Halliburton (HAL) in Q2 2019, closing a stake of 11,239 shares — an estimated $329K sold.

River Wealth Advisors first reported a position in HAL in Q1 2015 and held it in 17 quarters. The position peaked at $1.88M in Q4 2016. 789 funds tracked by Wall St. Rank hold HAL as of Q2 2019.

  • River Wealth Advisors reported no remaining Halliburton position as of Q2 2019 after selling out during the quarter.
  • River Wealth Advisors sold 11,239 Halliburton shares in Q2 2019, an estimated $329K.
  • River Wealth Advisors first reported a position in Halliburton in Q1 2015 and held it in 17 quarters.
  • River Wealth Advisors's Halliburton position peaked at $1.88M in Q4 2016.
  • 789 funds tracked by Wall St. Rank held Halliburton as of Q2 2019.

Based on River Wealth Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.