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WFG Advisors’s Halliburton HAL Stock Holding History

WFG 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
Q2 		$56K Buy
1,319
+355
+37% +$16.3K 0.01% 676
2017
Q1 		$47K Sell
964
-935
-49% -$50.3K 0.01% 671
2016
Q4 		$103K Sell
1,899
-2,867
-60% -$143K 0.03% 517
2016
Q3 		$214K Sell
4,766
-442
-8% -$19.3K 0.05% 357
2016
Q2 		$236K Buy
5,208
+847
+19% +$34.8K 0.06% 290
2016
Q1 		$156K Sell
4,361
-938
-18% -$30.6K 0.05% 367
2015
Q4 		$180K Sell
5,299
-393
-7% -$14.8K 0.05% 313
2015
Q3 		$201K Sell
5,692
-393
-6% -$15.5K 0.06% 289
2015
Q2 		$262K Buy
6,085
+259
+4% +$11.9K 0.07% 267
2015
Q1 		$256K Buy
5,826
+633
+12% +$26.4K 0.07% 291
2014
Q4 		$204K Sell
5,193
-1,052
-17% -$51.2K 0.04% 421
2014
Q3 		$403K Sell
6,245
-1,596
-20% -$109K 0.08% 304
2014
Q2 		$557K Sell
7,841
-209
-3% -$13.4K 0.1% 228
2014
Q1 		$474K Sell
8,050
-220
-3% -$11.7K 0.1% 252
2013
Q4 		$420K Buy
8,270
+9
+0.1% +$465 0.06% 343
2013
Q3 		$398K Buy
8,261
+1,739
+27% +$81.5K 0.06% 330
2013
Q2 		$272K Buy
+6,522
New +$273K 0.05% 390

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WFG Advisors's HAL Position: Q2 2017 in Review

WFG Advisors increased its Halliburton (HAL) stake by 37% in Q2 2017, buying an estimated $16.3K and bringing the position to 1,319 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #676.

WFG Advisors first reported a position in HAL in Q2 2013 and has held it in 17 quarters since. The position peaked at $557K in Q2 2014. 952 funds tracked by Wall St. Rank hold HAL as of Q2 2017.

  • WFG Advisors held 1,319 shares of Halliburton worth $56K as of Q2 2017.
  • WFG Advisors bought 355 Halliburton shares in Q2 2017, an estimated $16.3K.
  • Halliburton made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #676 holding.
  • WFG Advisors first reported a position in Halliburton in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Halliburton position peaked at $557K in Q2 2014.
  • 952 funds tracked by Wall St. Rank held Halliburton as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.