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Windsor Capital Management’s Halliburton HAL Stock Holding History

Windsor Capital Management’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
2015
Q4 		– Sell
-895
Closed -$31K – 219
2015
Q3 		$31K Buy
+895
New +$35.2K 0.02% 203
2014
Q1 		– Sell
-878
Closed -$45K – 160
2013
Q4 		$45K Buy
878
+3
+0.3% +$155 0.03% 179
2013
Q3 		$42K Buy
875
+1
+0.1% +$47 0.02% 190
2013
Q2 		$36K Buy
+874
New +$36.5K 0.02% 197

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Windsor Capital Management's HAL Position: Q4 2015 in Review

Windsor Capital Management sold out of Halliburton (HAL) in Q4 2015, closing a stake of 895 shares — an estimated $31K sold.

Windsor Capital Management first reported a position in HAL in Q2 2013 and held it in 4 quarters. The position peaked at $45K in Q4 2013. 920 funds tracked by Wall St. Rank hold HAL as of Q4 2015.

  • Windsor Capital Management reported no remaining Halliburton position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 895 Halliburton shares in Q4 2015, an estimated $31K.
  • Windsor Capital Management first reported a position in Halliburton in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Halliburton position peaked at $45K in Q4 2013.
  • 920 funds tracked by Wall St. Rank held Halliburton as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.