Wunderlich Capital Managemnt’s Halliburton HAL Stock Holding History

Wunderlich Capital Managemnt’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
2018 Q4	–	Sell	-12,950	Closed	-$525K	–	91
2018 Q3	$525K	Buy	12,950 +269	+2%	+$11.1K	0.37%	74
2018 Q2	$571K	Sell	12,681 -210	-2%	-$10.5K	0.4%	77
2018 Q1	$605K	Sell	12,891 -103	-0.8%	-$5.08K	0.42%	80
2017 Q4	$635K	Buy	12,994 +167	+1%	+$7.36K	0.44%	77
2017 Q3	$590K	Buy	12,827 +3,487	+37%	+$146K	0.44%	76
2017 Q2	$399K	Sell	9,340 -3	-0%	-$138	0.3%	83
2017 Q1	$460K	Sell	9,343 -293	-3%	-$15.8K	0.36%	76
2016 Q4	$521K	Sell	9,636 -162	-2%	-$8.08K	0.42%	75
2016 Q3	$440K	Buy	9,798 +33	+0.3%	+$1.44K	0.35%	77
2016 Q2	$442K	Sell	9,765 -153	-2%	-$6.29K	0.37%	74
2016 Q1	$354K	Sell	9,918 -237	-2%	-$7.73K	0.3%	77
2015 Q4	$346K	Buy	+10,155	New	+$383K	0.3%	82

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 $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Wunderlich Capital Managemnt's HAL Position: Q4 2018 in Review

Wunderlich Capital Managemnt sold out of Halliburton (HAL) in Q4 2018, closing a stake of 12,950 shares — an estimated $525K sold.

Wunderlich Capital Managemnt first reported a position in HAL in Q4 2015 and held it in 12 quarters. The position peaked at $635K in Q4 2017. 872 funds tracked by Wall St. Rank hold HAL as of Q4 2018.

Wunderlich Capital Managemnt reported no remaining Halliburton position as of Q4 2018 after selling out during the quarter.
Wunderlich Capital Managemnt sold 12,950 Halliburton shares in Q4 2018, an estimated $525K.
Wunderlich Capital Managemnt first reported a position in Halliburton in Q4 2015 and held it in 12 quarters.
Wunderlich Capital Managemnt's Halliburton position peaked at $635K in Q4 2017.
872 funds tracked by Wall St. Rank held Halliburton as of Q4 2018.

Based on Wunderlich Capital Managemnt's 13F filing for Q4 2018, filed 14 Feb 2019.