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Tiedemann Advisors’s Halliburton HAL Stock Holding History

Tiedemann 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
2017
Q3 		– Sell
-11,695
Closed -$499K – 391
2017
Q2 		$499K Buy
11,695
+6,310
+117% +$290K 0.04% 322
2017
Q1 		$265K Buy
5,385
+765
+17% +$41.1K 0.02% 329
2016
Q4 		$250K Buy
+4,620
New +$230K 0.02% 275

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Tiedemann Advisors's HAL Position: Q3 2017 in Review

Tiedemann Advisors sold out of Halliburton (HAL) in Q3 2017, closing a stake of 11,695 shares — an estimated $499K sold.

Tiedemann Advisors first reported a position in HAL in Q4 2016 and held it in 3 quarters. The position peaked at $499K in Q2 2017. 923 funds tracked by Wall St. Rank hold HAL as of Q3 2017.

  • Tiedemann Advisors reported no remaining Halliburton position as of Q3 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 11,695 Halliburton shares in Q3 2017, an estimated $499K.
  • Tiedemann Advisors first reported a position in Halliburton in Q4 2016 and held it in 3 quarters.
  • Tiedemann Advisors's Halliburton position peaked at $499K in Q2 2017.
  • 923 funds tracked by Wall St. Rank held Halliburton as of Q3 2017.

Based on Tiedemann Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.