BWG
WFT

Beta Wealth Group’s Weatherford International plc WFT Stock Holding History

Beta Wealth 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
Q1 		$224K Sell
12,884
-95
-0.7% -$1.46K 2.61% 19
2013
Q4 		$201K Buy
+12,979
New +$206K 2.55% 17

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
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Beta Wealth Group's WFT Position: Q1 2014 in Review

Beta Wealth Group reduced its Weatherford International plc (WFT) stake by 0.73% in Q1 2014, selling an estimated $1.46K and leaving 12,884 shares worth $224K. The position accounts for 2.61% of the portfolio, ranked #19.

Beta Wealth Group first reported a position in WFT in Q4 2013 and has held it in 2 quarters since. 413 funds tracked by Wall St. Rank hold WFT as of Q1 2014.

  • Beta Wealth Group held 12,884 shares of Weatherford International plc worth $224K as of Q1 2014.
  • Beta Wealth Group sold 95 Weatherford International plc shares in Q1 2014, an estimated $1.46K.
  • Weatherford International plc made up 2.61% of Beta Wealth Group's portfolio in Q1 2014, its #19 holding.
  • Beta Wealth Group first reported a position in Weatherford International plc in Q4 2013 and has held it in 2 quarters since.
  • 413 funds tracked by Wall St. Rank held Weatherford International plc as of Q1 2014.

Based on Beta Wealth Group's 13F filing for Q1 2014, filed 6 May 2014.