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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

WESPAC Advisors SoCal's HAL Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Halliburton (HAL) in Q2 2019, closing a stake of 600 shares — an estimated $17K sold.

WESPAC Advisors SoCal first reported a position in HAL in Q4 2015 and held it in 13 quarters. The position peaked at $32.5K in Q4 2016. 789 funds tracked by Wall St. Rank hold HAL as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Halliburton position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 600 Halliburton shares in Q2 2019, an estimated $17K.
WESPAC Advisors SoCal first reported a position in Halliburton in Q4 2015 and held it in 13 quarters.
WESPAC Advisors SoCal's Halliburton position peaked at $32.5K in Q4 2016.
789 funds tracked by Wall St. Rank held Halliburton as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.