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Wealthfront’s Halliburton HAL Stock Holding History

Wealthfront’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
Q3 		$614K Sell
15,152
-17,398
-53% -$720K 0.01% 350
2018
Q2 		$1.47M Sell
32,550
-8,509
-21% -$424K 0.02% 166
2018
Q1 		$1.93M Buy
41,059
+2,983
+8% +$147K 0.02% 140
2017
Q4 		$1.86M Buy
38,076
+1,300
+4% +$57.3K 0.02% 133
2017
Q3 		$1.69M Buy
36,776
+5,663
+18% +$237K 0.02% 124
2017
Q2 		$1.33M Buy
31,113
+6,488
+26% +$298K 0.02% 124
2017
Q1 		$1.21M Buy
24,625
+1,235
+5% +$66.4K 0.02% 124
2016
Q4 		$1.26M Buy
23,390
+4,073
+21% +$203K 0.03% 97
2016
Q3 		$867K Sell
19,317
-1,379
-7% -$60.2K 0.02% 116
2016
Q2 		$937K Buy
20,696
+3,793
+22% +$156K 0.03% 101
2016
Q1 		$604K Buy
16,903
+9,256
+121% +$302K 0.02% 133
2015
Q4 		$260K Sell
7,647
-2,841
-27% -$107K 0.01% 250
2015
Q3 		$371K Buy
10,488
+842
+9% +$33.1K 0.01% 166
2015
Q2 		$415K Buy
9,646
+960
+11% +$44.2K 0.02% 135
2015
Q1 		$381K Buy
8,686
+3,970
+84% +$166K 0.02% 114
2014
Q4 		$185K Buy
4,716
+271
+6% +$13.2K 0.01% 230
2014
Q3 		$287K Buy
4,445
+1,287
+41% +$88.3K 0.02% 103
2014
Q2 		$224K Buy
3,158
+1,211
+62% +$77.6K 0.02% 95
2014
Q1 		$116K Buy
+1,947
New +$104K 0.01% 113

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthfront's HAL Position: Q3 2018 in Review

Wealthfront reduced its Halliburton (HAL) stake by 53% in Q3 2018, selling an estimated $720K and leaving 15,152 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #350.

Wealthfront first reported a position in HAL in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.93M in Q1 2018. 963 funds tracked by Wall St. Rank hold HAL as of Q3 2018.

  • Wealthfront held 15,152 shares of Halliburton worth $614K as of Q3 2018.
  • Wealthfront sold 17,398 Halliburton shares in Q3 2018, an estimated $720K.
  • Halliburton made up 0.01% of Wealthfront's portfolio in Q3 2018, its #350 holding.
  • Wealthfront first reported a position in Halliburton in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Halliburton position peaked at $1.93M in Q1 2018.
  • 963 funds tracked by Wall St. Rank held Halliburton as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.