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Rothschild & Co Wealth Management (UK)’s Halliburton HAL Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2018
Q3 		– Sell
-602
Closed -$27K – 48
2018
Q2 		$27K Buy
+602
New +$30K ﹤0.01% 45
2016
Q1 		– Sell
-276
Closed -$9K – 54
2015
Q4 		$9K Buy
+276
New +$10.4K ﹤0.01% 48
2015
Q3 		– Sell
-622
Closed -$27K – 55
2015
Q2 		$27K Buy
+622
New +$28.7K ﹤0.01% 46

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s HAL Position: Q3 2018 in Review

Rothschild & Co Wealth Management (UK) sold out of Halliburton (HAL) in Q3 2018, closing a stake of 602 shares — an estimated $27K sold.

Rothschild & Co Wealth Management (UK) first reported a position in HAL in Q2 2015 and held it in 3 quarters. The position peaked at $27K in Q2 2018. 962 funds tracked by Wall St. Rank hold HAL as of Q3 2018.

  • Rothschild & Co Wealth Management (UK) reported no remaining Halliburton position as of Q3 2018 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 602 Halliburton shares in Q3 2018, an estimated $27K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Halliburton in Q2 2015 and held it in 3 quarters.
  • Rothschild & Co Wealth Management (UK)'s Halliburton position peaked at $27K in Q2 2018.
  • 962 funds tracked by Wall St. Rank held Halliburton as of Q3 2018.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2018, filed 19 Dec 2019.