SFCM
HAL icon

South Ferry Capital Management’s Halliburton HAL Stock Holding History

South Ferry Capital 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
2015
Q2 		– Sell
-25,000
Closed -$1.1M – 11
2015
Q1 		$1.1M Buy
+25,000
New +$1.04M 2.35% 8

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Wellington Management Group
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

South Ferry Capital Management's HAL Position: Q2 2015 in Review

South Ferry Capital Management sold out of Halliburton (HAL) in Q2 2015, closing a stake of 25,000 shares — an estimated $1.1M sold.

South Ferry Capital Management first reported a position in HAL in Q1 2015 and held it in 1 quarter. The position peaked at $1.1M in Q1 2015. 983 funds tracked by Wall St. Rank hold HAL as of Q2 2015.

  • South Ferry Capital Management reported no remaining Halliburton position as of Q2 2015 after selling out during the quarter.
  • South Ferry Capital Management sold 25,000 Halliburton shares in Q2 2015, an estimated $1.1M.
  • South Ferry Capital Management first reported a position in Halliburton in Q1 2015 and held it in 1 quarter.
  • South Ferry Capital Management's Halliburton position peaked at $1.1M in Q1 2015.
  • 983 funds tracked by Wall St. Rank held Halliburton as of Q2 2015.

Based on South Ferry Capital Management's 13F filing for Q2 2015, filed 16 Jul 2015.