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US Global Investors Funds’s Halliburton HAL Stock Holding History

US Global Investors Funds’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
2013
Q4 		$3.94M Buy
+77,600
New +$4.01M 0.71% 50

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Global Investors Funds's HAL Position: Q4 2013 in Review

US Global Investors Funds opened a new position in Halliburton (HAL) in Q4 2013: 77,600 shares worth $3.94M. The stake represents 0.71% of the portfolio and ranks #50 among its holdings.

990 funds tracked by Wall St. Rank hold HAL as of Q4 2013.

  • US Global Investors Funds held 77,600 shares of Halliburton worth $3.94M as of Q4 2013.
  • Halliburton was a new US Global Investors Funds position in Q4 2013.
  • Halliburton made up 0.71% of US Global Investors Funds's portfolio in Q4 2013, its #50 holding.
  • 990 funds tracked by Wall St. Rank held Halliburton as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.