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SFWA
Summit Financial Wealth Advisors’s
Halliburton
HAL
Stock Holding History
Summit Financial Wealth Advisors’s Portfolio
HAL Stock Details
HAL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-7,042
Closed
-$211K
–
156
2019
Q1
$211K
Buy
+7,042
New
+$213K
0.06%
125
2018
Q4
–
Sell
-18,734
Closed
-$745K
–
136
2018
Q3
$745K
Buy
18,734
+5,444
+41%
+$225K
0.22%
73
2018
Q2
$624K
Sell
13,290
-500
-4%
-$24.9K
0.21%
77
2018
Q1
$647K
Hold
13,790
–
–
0.21%
77
2017
Q4
$674K
Buy
13,790
+290
+2%
+$12.8K
0.23%
77
2017
Q3
$621K
Sell
13,500
-215
-2%
-$9.01K
0.23%
79
2017
Q2
$586K
Buy
13,715
+115
+0.8%
+$5.28K
0.23%
85
2017
Q1
$669K
Sell
13,600
-480
-3%
-$25.8K
0.29%
77
2016
Q4
$762K
Sell
14,080
-1,500
-10%
-$74.8K
0.34%
74
2016
Q3
$699K
Sell
15,580
-645
-4%
-$28.2K
0.3%
74
2016
Q2
$735K
Sell
16,225
-1,750
-10%
-$72K
0.31%
75
2016
Q1
$642K
Buy
17,975
+750
+4%
+$24.5K
0.28%
69
2015
Q4
$586K
Buy
17,225
+880
+5%
+$33.2K
0.27%
71
2015
Q3
$577K
Sell
16,345
-3,500
-18%
-$138K
0.37%
52
2015
Q2
$854K
Hold
19,845
–
–
0.53%
39
2015
Q1
$938K
Sell
19,845
-505
-2%
-$21.1K
0.64%
35
2014
Q4
$800K
Buy
+20,350
New
+$990K
0.56%
34
Other funds holding HAL
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
Sanders Capital
West Palm Beach, Florida
$83.9B AUM
37.89%
1-Year Est. Return
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$75B AUM
11.27%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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