Systematic Financial Management’s Halliburton HAL Stock Holding History

Systematic Financial 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
2017 Q2	–	Sell	-65,362	Closed	-$3.22M	–	658
2017 Q1	$3.22M	Sell	65,362 -91,586	-58%	-$4.93M	0.06%	293
2016 Q4	$8.49M	Sell	156,948 -84,858	-35%	-$4.23M	0.13%	208
2016 Q3	$10.9M	Sell	241,806 -8,618	-3%	-$376K	0.15%	172
2016 Q2	$11.3M	Buy	+250,424	New	+$10.3M	0.15%	163
2014 Q1	–	Sell	-335,859	Closed	-$17M	–	699
2013 Q4	$17M	Buy	335,859 +91,384	+37%	+$4.72M	0.12%	182
2013 Q3	$11.8M	Sell	244,475 -12,598	-5%	-$590K	0.09%	218
2013 Q2	$10.7M	Buy	+257,073	New	+$10.7M	0.09%	209

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Systematic Financial Management's HAL Position: Q2 2017 in Review

Systematic Financial Management sold out of Halliburton (HAL) in Q2 2017, closing a stake of 65,362 shares — an estimated $3.22M sold.

Systematic Financial Management first reported a position in HAL in Q2 2013 and held it in 7 quarters. The position peaked at $17M in Q4 2013. 952 funds tracked by Wall St. Rank hold HAL as of Q2 2017.

Systematic Financial Management reported no remaining Halliburton position as of Q2 2017 after selling out during the quarter.
Systematic Financial Management sold 65,362 Halliburton shares in Q2 2017, an estimated $3.22M.
Systematic Financial Management first reported a position in Halliburton in Q2 2013 and held it in 7 quarters.
Systematic Financial Management's Halliburton position peaked at $17M in Q4 2013.
952 funds tracked by Wall St. Rank held Halliburton as of Q2 2017.

Based on Systematic Financial Management's 13F filing for Q2 2017, filed 10 Aug 2017.