Sharkey, Howes & Javer’s Halliburton HAL Stock Holding History

Sharkey, Howes & Javer’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
2016 Q4	–	Sell	-400	Closed	-$18K	–	236
2016 Q3	$18K	Hold	400	–	–	0.01%	138
2016 Q2	$18K	Hold	400	–	–	0.01%	144
2016 Q1	$14K	Hold	400	–	–	0.01%	169
2015 Q4	$14K	Hold	400	–	–	0.01%	170
2015 Q3	$15K	Hold	400	–	–	0.01%	165
2015 Q2	$17K	Hold	400	–	–	0.01%	145
2015 Q1	$18K	Buy	+400	New	+$16.7K	0.01%	158

Other funds holding HAL

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sharkey, Howes & Javer's HAL Position: Q4 2016 in Review

Sharkey, Howes & Javer sold out of Halliburton (HAL) in Q4 2016, closing a stake of 400 shares — an estimated $18K sold.

Sharkey, Howes & Javer first reported a position in HAL in Q1 2015 and held it in 7 quarters. The position peaked at $18K in Q3 2016. 1,003 funds tracked by Wall St. Rank hold HAL as of Q4 2016.

Sharkey, Howes & Javer reported no remaining Halliburton position as of Q4 2016 after selling out during the quarter.
Sharkey, Howes & Javer sold 400 Halliburton shares in Q4 2016, an estimated $18K.
Sharkey, Howes & Javer first reported a position in Halliburton in Q1 2015 and held it in 7 quarters.
Sharkey, Howes & Javer's Halliburton position peaked at $18K in Q3 2016.
1,003 funds tracked by Wall St. Rank held Halliburton as of Q4 2016.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2016, filed 24 Jan 2017.