WAS
HAL icon

WESPAC Advisors SoCal’s Halliburton HAL Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-600
Closed -$17K – 172
2019
Q1 		$17K Hold
600
– – 0.01% 188
2018
Q4 		$15K Hold
600
– – 0.01% 206
2018
Q3 		$24K Buy
+600
New +$24.8K 0.01% 169
2018
Q2 		– Sell
-600
Closed -$28K – 153
2018
Q1 		$28K Hold
600
– – 0.02% 135
2017
Q4 		$29K Hold
600
– – 0.02% 136
2017
Q3 		$27K Hold
600
– – 0.02% 145
2017
Q2 		$25K Hold
600
– – 0.02% 140
2017
Q1 		$29.5K Hold
600
– – 0.02% 135
2016
Q4 		$32.5K Hold
600
– – 0.02% 128
2016
Q3 		$26.9K Hold
600
– – 0.02% 134
2016
Q2 		$27.2K Hold
600
– – 0.02% 137
2016
Q1 		$21.4K Hold
600
– – 0.02% 151
2015
Q4 		$20K Buy
+600
New +$22.6K 0.01% 155

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return