RWA
HAL icon

Ropes Wealth Advisors’s Halliburton HAL Stock Holding History

Ropes 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
Q4 		– Sell
-650
Closed -$12K – 542
2019
Q3 		$12K Hold
650
– – ﹤0.01% 463
2019
Q2 		$15K Hold
650
– – ﹤0.01% 454
2019
Q1 		$19K Hold
650
– – 0.01% 410
2018
Q4 		$17K Sell
650
-28
-4% -$945 ﹤0.01% 392
2018
Q3 		$27K Hold
678
– – 0.01% 378
2018
Q2 		$31K Sell
678
-65
-9% -$3.24K 0.01% 388
2018
Q1 		$35K Buy
743
+65
+10% +$3.21K 0.01% 364
2017
Q4 		$33K Sell
678
-197
-23% -$8.68K 0.01% 385
2017
Q3 		$40K Sell
875
-325
-27% -$13.6K 0.01% 357
2017
Q2 		$51K Sell
1,200
-1,397
-54% -$64.2K 0.01% 329
2017
Q1 		$128K Hold
2,597
– – 0.04% 250
2016
Q4 		$140K Buy
2,597
+1,722
+197% +$85.9K 0.04% 231
2016
Q3 		$39K Hold
875
– – 0.01% 299
2016
Q2 		$40K Hold
875
– – 0.01% 280
2016
Q1 		$31K Hold
875
– – 0.01% 253
2015
Q4 		$30K Hold
875
– – 0.01% 276
2015
Q3 		$31K Buy
875
+28
+3% +$1.1K 0.02% 292
2015
Q2 		$36K Sell
847
-178
-17% -$8.2K 0.02% 208
2015
Q1 		$45K Buy
+1,025
New +$42.7K 0.02% 198

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return