BRWA
WFT

B. Riley Wealth Advisors’s Weatherford International plc WFT Stock Holding History

B. Riley Wealth Advisors’s Portfolio WFT Stock Details WFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-22,440
Closed -$175K – 657
2016
Q1 		$175K Sell
22,440
-4,641
-17% -$31.3K 0.04% 487
2015
Q4 		$228K Sell
27,081
-14,719
-35% -$145K 0.05% 452
2015
Q3 		$357K Buy
41,800
+12,262
+42% +$124K 0.09% 300
2015
Q2 		$364K Buy
29,538
+5,826
+25% +$80.9K 0.09% 277
2015
Q1 		$292K Buy
23,712
+4,920
+26% +$57.2K 0.07% 361
2014
Q4 		$215 Buy
18,792
+1,610
+9% +$24.1K ﹤0.01% 1342
2014
Q3 		$357K Buy
+17,182
New +$386K 0.09% 296
2014
Q2 		– Sell
-26,150
Closed -$454K – 2469
2014
Q1 		$454K Buy
26,150
+2,261
+9% +$34.6K 0.14% 169
2013
Q4 		$370K Buy
23,889
+900
+4% +$14.3K 0.12% 194
2013
Q3 		$352K Buy
22,989
+195
+0.9% +$2.86K 0.12% 193
2013
Q2 		$312K Buy
+22,794
New +$302K 0.11% 222

Other funds holding WFT

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

B. Riley Wealth Advisors's WFT Position: Q2 2016 in Review

B. Riley Wealth Advisors sold out of Weatherford International plc (WFT) in Q2 2016, closing a stake of 22,440 shares — an estimated $175K sold.

B. Riley Wealth Advisors first reported a position in WFT in Q2 2013 and held it in 11 quarters. The position peaked at $454K in Q1 2014. 344 funds tracked by Wall St. Rank hold WFT as of Q2 2016.

  • B. Riley Wealth Advisors reported no remaining Weatherford International plc position as of Q2 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 22,440 Weatherford International plc shares in Q2 2016, an estimated $175K.
  • B. Riley Wealth Advisors first reported a position in Weatherford International plc in Q2 2013 and held it in 11 quarters.
  • B. Riley Wealth Advisors's Weatherford International plc position peaked at $454K in Q1 2014.
  • 344 funds tracked by Wall St. Rank held Weatherford International plc as of Q2 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.