Sonora Investment Management’s Halliburton HAL Stock Holding History

Sonora Investment Management’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
2019 Q1	–	Sell	-47	Closed	-$1K	–	1509
2018 Q4	$1K	Buy	+47	New	+$1.59K	﹤0.01%	1200
2018 Q2	–	Sell	-106	Closed	-$4.96K	–	1190
2018 Q1	$4.96K	Sell	106 -271	-72%	-$13.4K	﹤0.01%	950
2017 Q4	$18.4K	Hold	377	–	–	﹤0.01%	623
2017 Q3	$17.3K	Hold	377	–	–	﹤0.01%	568
2017 Q2	$16.1K	Hold	377	–	–	﹤0.01%	580
2017 Q1	$18.5K	Hold	377	–	–	﹤0.01%	531
2016 Q4	$20.4K	Buy	377 +1	+0.3%	+$50	﹤0.01%	464
2016 Q3	$16.9K	Sell	376 -346	-48%	-$15.1K	﹤0.01%	482
2016 Q2	$32.7K	Buy	722 +2	+0.3%	+$82	0.01%	314
2016 Q1	$28.8K	Buy	720 +4	+0.6%	+$131	0.01%	370
2015 Q4	$24K	Sell	716 -45	-6%	-$1.7K	0.01%	379
2015 Q3	$28K	Buy	+761	New	+$29.9K	0.01%	273

Other funds holding HAL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Sonora Investment Management's HAL Position: Q1 2019 in Review

Sonora Investment Management sold out of Halliburton (HAL) in Q1 2019, closing a stake of 47 shares — an estimated $1K sold.

Sonora Investment Management first reported a position in HAL in Q3 2015 and held it in 12 quarters. The position peaked at $32.7K in Q2 2016. 876 funds tracked by Wall St. Rank hold HAL as of Q1 2019.

Sonora Investment Management reported no remaining Halliburton position as of Q1 2019 after selling out during the quarter.
Sonora Investment Management sold 47 Halliburton shares in Q1 2019, an estimated $1K.
Sonora Investment Management first reported a position in Halliburton in Q3 2015 and held it in 12 quarters.
Sonora Investment Management's Halliburton position peaked at $32.7K in Q2 2016.
876 funds tracked by Wall St. Rank held Halliburton as of Q1 2019.

Based on Sonora Investment Management's 13F filing for Q1 2019, filed 9 Apr 2019.