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Sippican Capital Advisors’s Halliburton HAL Stock Holding History

Sippican Capital 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
2017
Q3 		– Sell
-4,955
Closed -$212K – 100
2017
Q2 		$212K Hold
4,955
– – 0.23% 96
2017
Q1 		$244K Hold
4,955
– – 0.26% 89
2016
Q4 		$268K Buy
4,955
+275
+6% +$13.7K 0.28% 90
2016
Q3 		$210K Buy
+4,680
New +$204K 0.24% 90
2014
Q4 		– Sell
-4,160
Closed -$268K – 111
2014
Q3 		$268K Buy
+4,160
New +$285K 0.27% 98

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sippican Capital Advisors's HAL Position: Q3 2017 in Review

Sippican Capital Advisors sold out of Halliburton (HAL) in Q3 2017, closing a stake of 4,955 shares — an estimated $212K sold.

Sippican Capital Advisors first reported a position in HAL in Q3 2014 and held it in 5 quarters. The position peaked at $268K in Q4 2016. 923 funds tracked by Wall St. Rank hold HAL as of Q3 2017.

  • Sippican Capital Advisors reported no remaining Halliburton position as of Q3 2017 after selling out during the quarter.
  • Sippican Capital Advisors sold 4,955 Halliburton shares in Q3 2017, an estimated $212K.
  • Sippican Capital Advisors first reported a position in Halliburton in Q3 2014 and held it in 5 quarters.
  • Sippican Capital Advisors's Halliburton position peaked at $268K in Q4 2016.
  • 923 funds tracked by Wall St. Rank held Halliburton as of Q3 2017.

Based on Sippican Capital Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.