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Shine Investment Advisory Services’s Halliburton HAL Stock Holding History

Shine Investment Advisory Services’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
-702
Closed -$32K – 652
2018
Q2 		$32K Hold
702
– – 0.02% 382
2018
Q1 		$33K Sell
702
-103
-13% -$5.08K 0.02% 375
2017
Q4 		$39K Sell
805
-107
-12% -$4.72K 0.02% 347
2017
Q3 		$42K Hold
912
– – 0.02% 328
2017
Q2 		$39K Buy
+912
New +$41.9K 0.02% 322

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Shine Investment Advisory Services's HAL Position: Q3 2018 in Review

Shine Investment Advisory Services sold out of Halliburton (HAL) in Q3 2018, closing a stake of 702 shares — an estimated $32K sold.

Shine Investment Advisory Services first reported a position in HAL in Q2 2017 and held it in 5 quarters. The position peaked at $42K in Q3 2017. 962 funds tracked by Wall St. Rank hold HAL as of Q3 2018.

  • Shine Investment Advisory Services reported no remaining Halliburton position as of Q3 2018 after selling out during the quarter.
  • Shine Investment Advisory Services sold 702 Halliburton shares in Q3 2018, an estimated $32K.
  • Shine Investment Advisory Services first reported a position in Halliburton in Q2 2017 and held it in 5 quarters.
  • Shine Investment Advisory Services's Halliburton position peaked at $42K in Q3 2017.
  • 962 funds tracked by Wall St. Rank held Halliburton as of Q3 2018.

Based on Shine Investment Advisory Services's 13F filing for Q3 2018, filed 13 Nov 2018.