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Robert N. Shapiro’s Halliburton HAL Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$128K Sell
3,251
-2,960
-48% -$144K 0.03% 319
2014
Q3 		$401K Sell
6,211
-1,094
-15% -$75K 0.08% 203
2014
Q2 		$519K Buy
7,305
+4,209
+136% +$270K 0.1% 180
2014
Q1 		$182K Hold
3,096
– – 0.03% 272
2013
Q4 		$156K Hold
3,096
– – 0.03% 297
2013
Q3 		$149K Sell
3,096
-1,580
-34% -$74K 0.03% 322
2013
Q2 		$195K Buy
+4,676
New +$195K 0.04% 262

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Robert N. Shapiro's HAL Position: Q4 2014 in Review

Robert N. Shapiro reduced its Halliburton (HAL) stake by 48% in Q4 2014, selling an estimated $144K and leaving 3,251 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #319.

Robert N. Shapiro first reported a position in HAL in Q2 2013 and has held it in 7 quarters since. The position peaked at $519K in Q2 2014. 996 funds tracked by Wall St. Rank hold HAL as of Q4 2014.

  • Robert N. Shapiro held 3,251 shares of Halliburton worth $128K as of Q4 2014.
  • Robert N. Shapiro sold 2,960 Halliburton shares in Q4 2014, an estimated $144K.
  • Halliburton made up 0.03% of Robert N. Shapiro's portfolio in Q4 2014, its #319 holding.
  • Robert N. Shapiro first reported a position in Halliburton in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Halliburton position peaked at $519K in Q2 2014.
  • 996 funds tracked by Wall St. Rank held Halliburton as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.