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Stonehage Fleming Financial Services’s Halliburton HAL Stock Holding History

Stonehage Fleming Financial 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
2016
Q4 		– Sell
-2,375
Closed -$107K – 314
2016
Q3 		$107K Buy
+2,375
New +$104K 0.01% 227
2015
Q1 		– Sell
-3,460
Closed -$136K – 160
2014
Q4 		$136K Buy
+3,460
New +$168K 0.02% 122

Other funds holding HAL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stonehage Fleming Financial Services's HAL Position: Q4 2016 in Review

Stonehage Fleming Financial Services sold out of Halliburton (HAL) in Q4 2016, closing a stake of 2,375 shares — an estimated $107K sold.

Stonehage Fleming Financial Services first reported a position in HAL in Q4 2014 and held it in 2 quarters. The position peaked at $136K in Q4 2014. 1,003 funds tracked by Wall St. Rank hold HAL as of Q4 2016.

  • Stonehage Fleming Financial Services reported no remaining Halliburton position as of Q4 2016 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 2,375 Halliburton shares in Q4 2016, an estimated $107K.
  • Stonehage Fleming Financial Services first reported a position in Halliburton in Q4 2014 and held it in 2 quarters.
  • Stonehage Fleming Financial Services's Halliburton position peaked at $136K in Q4 2014.
  • 1,003 funds tracked by Wall St. Rank held Halliburton as of Q4 2016.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2016, filed 11 Oct 2019.