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

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 $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

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

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

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

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

Summit Financial Wealth Advisors's HAL Position: Q2 2019 in Review

Summit Financial Wealth Advisors sold out of Halliburton (HAL) in Q2 2019, closing a stake of 7,042 shares — an estimated $211K sold.

Summit Financial Wealth Advisors first reported a position in HAL in Q4 2014 and held it in 17 quarters. The position peaked at $938K in Q1 2015. 789 funds tracked by Wall St. Rank hold HAL as of Q2 2019.

Summit Financial Wealth Advisors reported no remaining Halliburton position as of Q2 2019 after selling out during the quarter.
Summit Financial Wealth Advisors sold 7,042 Halliburton shares in Q2 2019, an estimated $211K.
Summit Financial Wealth Advisors first reported a position in Halliburton in Q4 2014 and held it in 17 quarters.
Summit Financial Wealth Advisors's Halliburton position peaked at $938K in Q1 2015.
789 funds tracked by Wall St. Rank held Halliburton as of Q2 2019.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2019, filed 16 Jul 2019.