Simply Money Advisors’s Halliburton HAL Stock Holding History

Simply Money 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
2013 Q3	–	Sell	-200	Closed	-$8K	–	221
2013 Q2	$8K	Buy	+200	New	+$8.36K	﹤0.01%	186

Other funds holding HAL

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Simply Money Advisors's HAL Position: Q3 2013 in Review

Simply Money Advisors sold out of Halliburton (HAL) in Q3 2013, closing a stake of 200 shares — an estimated $8K sold.

Simply Money Advisors first reported a position in HAL in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 901 funds tracked by Wall St. Rank hold HAL as of Q3 2013.

Simply Money Advisors reported no remaining Halliburton position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 200 Halliburton shares in Q3 2013, an estimated $8K.
Simply Money Advisors first reported a position in Halliburton in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Halliburton position peaked at $8K in Q2 2013.
901 funds tracked by Wall St. Rank held Halliburton as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.