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WealthTrust-Arizona’s Halliburton HAL Stock Holding History

WealthTrust-Arizona’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
-73
Closed -$3K – 664
2017
Q2 		$3K Buy
+73
New +$3.35K ﹤0.01% 531
2017
Q1 		– Sell
-64
Closed -$3K – 625
2016
Q4 		$3K Sell
64
-83
-56% -$4.14K ﹤0.01% 511
2016
Q3 		$7K Sell
147
-81
-36% -$3.54K ﹤0.01% 422
2016
Q2 		$10K Hold
228
– – 0.01% 346
2016
Q1 		$8K Sell
228
-24
-10% -$783 0.01% 383
2015
Q4 		$9K Buy
252
+59
+31% +$2.23K 0.01% 390
2015
Q3 		$7K Buy
193
+28
+17% +$1.1K ﹤0.01% 425
2015
Q2 		$7K Sell
165
-11
-6% -$507 ﹤0.01% 451
2015
Q1 		$8K Buy
176
+57
+48% +$2.38K ﹤0.01% 445
2014
Q4 		$5K Sell
119
-198
-62% -$9.64K ﹤0.01% 481
2014
Q3 		$20K Hold
317
– – 0.02% 279
2014
Q2 		$23K Sell
317
-47
-13% -$3.01K 0.02% 263
2014
Q1 		$21K Buy
364
+141
+63% +$7.53K 0.02% 278
2013
Q4 		$11K Sell
223
-10
-4% -$517 0.01% 392
2013
Q3 		$11K Hold
233
– – 0.01% 343
2013
Q2 		$10K Buy
+233
New +$9.74K 0.01% 337

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

WealthTrust-Arizona's HAL Position: Q3 2017 in Review

WealthTrust-Arizona sold out of Halliburton (HAL) in Q3 2017, closing a stake of 73 shares — an estimated $3K sold.

WealthTrust-Arizona first reported a position in HAL in Q2 2013 and held it in 16 quarters. The position peaked at $23K in Q2 2014. 923 funds tracked by Wall St. Rank hold HAL as of Q3 2017.

  • WealthTrust-Arizona reported no remaining Halliburton position as of Q3 2017 after selling out during the quarter.
  • WealthTrust-Arizona sold 73 Halliburton shares in Q3 2017, an estimated $3K.
  • WealthTrust-Arizona first reported a position in Halliburton in Q2 2013 and held it in 16 quarters.
  • WealthTrust-Arizona's Halliburton position peaked at $23K in Q2 2014.
  • 923 funds tracked by Wall St. Rank held Halliburton as of Q3 2017.

Based on WealthTrust-Arizona's 13F filing for Q3 2017, filed 18 Oct 2017.