BFG
WFT

Beacon Financial Group’s Weatherford International plc WFT Stock Holding History

Beacon Financial Group’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
2014
Q3 		– Sell
-14,638
Closed -$331K – 203
2014
Q2 		$331K Sell
14,638
-6,100
-29% -$126K 0.07% 137
2014
Q1 		$360K Buy
+20,738
New +$318K 0.07% 137

Other funds holding WFT

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Beacon Financial Group's WFT Position: Q3 2014 in Review

Beacon Financial Group sold out of Weatherford International plc (WFT) in Q3 2014, closing a stake of 14,638 shares — an estimated $331K sold.

Beacon Financial Group first reported a position in WFT in Q1 2014 and held it in 2 quarters. The position peaked at $360K in Q1 2014. 396 funds tracked by Wall St. Rank hold WFT as of Q3 2014.

  • Beacon Financial Group reported no remaining Weatherford International plc position as of Q3 2014 after selling out during the quarter.
  • Beacon Financial Group sold 14,638 Weatherford International plc shares in Q3 2014, an estimated $331K.
  • Beacon Financial Group first reported a position in Weatherford International plc in Q1 2014 and held it in 2 quarters.
  • Beacon Financial Group's Weatherford International plc position peaked at $360K in Q1 2014.
  • 396 funds tracked by Wall St. Rank held Weatherford International plc as of Q3 2014.

Based on Beacon Financial Group's 13F filing for Q3 2014, filed 2 Oct 2014.