Torch Wealth Management’s Halliburton HAL Stock Holding History

Torch Wealth 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
2018 Q4	–	Sell	-21,270	Closed	-$862K	–	98
2018 Q3	$862K	Sell	21,270 -200	-0.9%	-$8.28K	0.52%	60
2018 Q2	$967K	Buy	21,470 +275	+1%	+$13.7K	0.61%	59
2018 Q1	$995K	Buy	21,195 +700	+3%	+$34.5K	0.65%	55
2017 Q4	$1M	Sell	20,495 -1,150	-5%	-$50.7K	0.61%	59
2017 Q3	$996K	Hold	21,645	–	–	0.65%	55
2017 Q2	$924K	Buy	+21,645	New	+$994K	0.64%	54
2014 Q3	–	Sell	-200	Closed	-$14K	–	159
2014 Q2	$14K	Sell	200 -165	-45%	-$10.6K	0.01%	221
2014 Q1	$21K	Buy	365 +165	+83%	+$8.81K	0.02%	208
2013 Q4	$10K	Buy	+200	New	+$10.3K	0.01%	229

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 $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Torch Wealth Management's HAL Position: Q4 2018 in Review

Torch Wealth Management sold out of Halliburton (HAL) in Q4 2018, closing a stake of 21,270 shares — an estimated $862K sold.

Torch Wealth Management first reported a position in HAL in Q4 2013 and held it in 9 quarters. The position peaked at $1M in Q4 2017. 872 funds tracked by Wall St. Rank hold HAL as of Q4 2018.

Torch Wealth Management reported no remaining Halliburton position as of Q4 2018 after selling out during the quarter.
Torch Wealth Management sold 21,270 Halliburton shares in Q4 2018, an estimated $862K.
Torch Wealth Management first reported a position in Halliburton in Q4 2013 and held it in 9 quarters.
Torch Wealth Management's Halliburton position peaked at $1M in Q4 2017.
872 funds tracked by Wall St. Rank held Halliburton as of Q4 2018.

Based on Torch Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.