WAS
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Winch Advisory Services’s Halliburton HAL Stock Holding History

Winch Advisory Services’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
Q4 		– Sell
-99
Closed -$2K – 369
2019
Q3 		$2K Sell
99
-71
-42% -$1.47K ﹤0.01% 296
2019
Q2 		$4K Sell
170
-16,157
-99% -$419K ﹤0.01% 276
2019
Q1 		$478K Buy
16,327
+446
+3% +$13.5K 0.26% 49
2018
Q4 		$422K Sell
15,881
-3,170
-17% -$107K 0.23% 48
2018
Q3 		$772K Buy
19,051
+1,322
+7% +$54.7K 0.39% 44
2018
Q2 		$799K Buy
17,729
+5,454
+44% +$272K 0.43% 46
2018
Q1 		$576K Buy
12,275
+7,463
+155% +$368K 0.34% 53
2017
Q4 		$235K Sell
4,812
-218
-4% -$9.61K 0.14% 58
2017
Q3 		$232K Sell
5,030
-13,519
-73% -$566K 0.15% 58
2017
Q2 		$792K Buy
18,549
+7,657
+70% +$352K 0.5% 48
2017
Q1 		$536K Buy
+10,892
New +$586K 0.34% 50
2015
Q4 		– Sell
-319
Closed -$11K – 267
2015
Q3 		$11K Buy
319
+2
+0.6% +$79 0.02% 115
2015
Q2 		$14K Buy
317
+1
+0.3% +$46 0.01% 157
2015
Q1 		$14K Buy
+316
New +$13.2K 0.01% 124
2014
Q4 		– Sell
-315
Closed -$20K – 98
2014
Q3 		$20K Sell
315
-85,711
-100% -$5.88M 0.01% 101
2014
Q2 		$6.11M Buy
86,026
+27,698
+47% +$1.78M 3.58% 7
2014
Q1 		$3.44M Buy
+58,328
New +$3.12M 2.18% 13

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return