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V Wealth Advisors’s Halliburton HAL Stock Holding History

V Wealth 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
-3,579
Closed -$151K – 414
2017
Q2 		$151K Sell
3,579
-1,146
-24% -$52.6K 0.07% 203
2017
Q1 		$227K Buy
4,725
+945
+25% +$50.8K 0.14% 156
2016
Q4 		$206K Buy
+3,780
New +$188K 0.15% 159
2016
Q3 		– Sell
-7,401
Closed -$338K – 171
2016
Q2 		$338K Sell
7,401
-235
-3% -$9.67K 0.28% 107
2016
Q1 		$279K Buy
+7,636
New +$249K 0.22% 104

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

V Wealth Advisors's HAL Position: Q3 2017 in Review

V Wealth Advisors sold out of Halliburton (HAL) in Q3 2017, closing a stake of 3,579 shares — an estimated $151K sold.

V Wealth Advisors first reported a position in HAL in Q1 2016 and held it in 5 quarters. The position peaked at $338K in Q2 2016. 923 funds tracked by Wall St. Rank hold HAL as of Q3 2017.

  • V Wealth Advisors reported no remaining Halliburton position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 3,579 Halliburton shares in Q3 2017, an estimated $151K.
  • V Wealth Advisors first reported a position in Halliburton in Q1 2016 and held it in 5 quarters.
  • V Wealth Advisors's Halliburton position peaked at $338K in Q2 2016.
  • 923 funds tracked by Wall St. Rank held Halliburton as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.