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TLWM Financial’s Halliburton HAL Stock Holding History

TLWM Financial’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
-9,709
Closed -$285K – 57
2019
Q1 		$285K Sell
9,709
-457
-4% -$13.8K 0.16% 51
2018
Q4 		$307K Buy
10,166
+369
+4% +$12.4K 0.19% 49
2018
Q3 		$393K Buy
9,797
+158
+2% +$6.54K 0.23% 44
2018
Q2 		$431K Sell
9,639
-239
-2% -$11.9K 0.27% 40
2018
Q1 		$468K Buy
9,878
+550
+6% +$27.1K 0.31% 41
2017
Q4 		$456K Buy
+9,328
New +$411K 0.35% 35

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

TLWM Financial's HAL Position: Q2 2019 in Review

TLWM Financial sold out of Halliburton (HAL) in Q2 2019, closing a stake of 9,709 shares — an estimated $285K sold.

TLWM Financial first reported a position in HAL in Q4 2017 and held it in 6 quarters. The position peaked at $468K in Q1 2018. 789 funds tracked by Wall St. Rank hold HAL as of Q2 2019.

  • TLWM Financial reported no remaining Halliburton position as of Q2 2019 after selling out during the quarter.
  • TLWM Financial sold 9,709 Halliburton shares in Q2 2019, an estimated $285K.
  • TLWM Financial first reported a position in Halliburton in Q4 2017 and held it in 6 quarters.
  • TLWM Financial's Halliburton position peaked at $468K in Q1 2018.
  • 789 funds tracked by Wall St. Rank held Halliburton as of Q2 2019.

Based on TLWM Financial's 13F filing for Q2 2019, filed 12 Jul 2019.