BWP
WFT

Bernardo Wealth Planning’s Weatherford International plc WFT Stock Holding History

Bernardo Wealth Planning’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
2019
Q3 		– Sell
-11,666
Closed -$1K – 165
2019
Q2 		$1K Sell
11,666
-1,695
-13% -$962 ﹤0.01% 149
2019
Q1 		$9K Sell
13,361
-3,159
-19% -$2.19K 0.01% 147
2018
Q4 		$9K Buy
+16,520
New +$21.6K 0.01% 131

Other funds holding WFT

DCCA
D.C. Capital Advisors New York $28.9M AUM 102.41% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
EWM
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Bernardo Wealth Planning's WFT Position: Q3 2019 in Review

Bernardo Wealth Planning sold out of Weatherford International plc (WFT) in Q3 2019, closing a stake of 11,666 shares — an estimated $1K sold.

Bernardo Wealth Planning first reported a position in WFT in Q4 2018 and held it in 3 quarters. The position peaked at $9K in Q1 2019. 16 funds tracked by Wall St. Rank hold WFT as of Q3 2019.

  • Bernardo Wealth Planning reported no remaining Weatherford International plc position as of Q3 2019 after selling out during the quarter.
  • Bernardo Wealth Planning sold 11,666 Weatherford International plc shares in Q3 2019, an estimated $1K.
  • Bernardo Wealth Planning first reported a position in Weatherford International plc in Q4 2018 and held it in 3 quarters.
  • Bernardo Wealth Planning's Weatherford International plc position peaked at $9K in Q1 2019.
  • 16 funds tracked by Wall St. Rank held Weatherford International plc as of Q3 2019.

Based on Bernardo Wealth Planning's 13F filing for Q3 2019, filed 4 Nov 2019.