US Financial Advisors’s Halliburton HAL Stock Holding History

US Financial 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
2016 Q2	–	Sell	-17	Closed	-$1K	–	171
2016 Q1	$1K	Hold	17	–	–	﹤0.01%	388
2015 Q4	$1K	Sell	17 -100	-85%	-$3.77K	﹤0.01%	534
2015 Q3	$4K	Hold	117	–	–	0.01%	322
2015 Q2	$5K	Buy	117 +17	+17%	+$783	﹤0.01%	283
2015 Q1	$4K	Hold	100	–	–	﹤0.01%	331
2014 Q4	$4K	Buy	+100	New	+$4.87K	﹤0.01%	304

Other funds holding HAL

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

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

US Financial Advisors's HAL Position: Q2 2016 in Review

US Financial Advisors sold out of Halliburton (HAL) in Q2 2016, closing a stake of 17 shares — an estimated $1K sold.

US Financial Advisors first reported a position in HAL in Q4 2014 and held it in 6 quarters. The position peaked at $5K in Q2 2015. 911 funds tracked by Wall St. Rank hold HAL as of Q2 2016.

US Financial Advisors reported no remaining Halliburton position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 17 Halliburton shares in Q2 2016, an estimated $1K.
US Financial Advisors first reported a position in Halliburton in Q4 2014 and held it in 6 quarters.
US Financial Advisors's Halliburton position peaked at $5K in Q2 2015.
911 funds tracked by Wall St. Rank held Halliburton as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.