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WP Advisors’s Halliburton HAL Stock Holding History

WP 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
Q4 		– Sell
-6,806
Closed -$313K – 65
2017
Q3 		$313K Buy
6,806
+26
+0.4% +$1.09K 0.24% 47
2017
Q2 		$290K Sell
6,780
-233
-3% -$10.7K 0.21% 51
2017
Q1 		$345K Buy
7,013
+337
+5% +$18.1K 0.22% 47
2016
Q4 		$361K Buy
+6,676
New +$333K 0.25% 42

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WP Advisors's HAL Position: Q4 2017 in Review

WP Advisors sold out of Halliburton (HAL) in Q4 2017, closing a stake of 6,806 shares — an estimated $313K sold.

WP Advisors first reported a position in HAL in Q4 2016 and held it in 4 quarters. The position peaked at $361K in Q4 2016. 1,010 funds tracked by Wall St. Rank hold HAL as of Q4 2017.

  • WP Advisors reported no remaining Halliburton position as of Q4 2017 after selling out during the quarter.
  • WP Advisors sold 6,806 Halliburton shares in Q4 2017, an estimated $313K.
  • WP Advisors first reported a position in Halliburton in Q4 2016 and held it in 4 quarters.
  • WP Advisors's Halliburton position peaked at $361K in Q4 2016.
  • 1,010 funds tracked by Wall St. Rank held Halliburton as of Q4 2017.

Based on WP Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.