BA
WFT

Broadview Advisors’s Weatherford International plc WFT Stock Holding History

Broadview 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
2014
Q3 		– Sell
-18,925
Closed -$435K – 97
2014
Q2 		$435K Sell
18,925
-7,050
-27% -$145K 0.04% 94
2014
Q1 		$451K Sell
25,975
-325
-1% -$4.98K 0.05% 98
2013
Q4 		$407K Hold
26,300
– – 0.04% 94
2013
Q3 		$403K Buy
+26,300
New +$386K 0.05% 100

Other funds holding WFT

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $7.8B AUM 25.03% 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 $30B AUM 76.99% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Broadview Advisors's WFT Position: Q3 2014 in Review

Broadview Advisors sold out of Weatherford International plc (WFT) in Q3 2014, closing a stake of 18,925 shares — an estimated $435K sold.

Broadview Advisors first reported a position in WFT in Q3 2013 and held it in 4 quarters. The position peaked at $451K in Q1 2014. 396 funds tracked by Wall St. Rank hold WFT as of Q3 2014.

  • Broadview Advisors reported no remaining Weatherford International plc position as of Q3 2014 after selling out during the quarter.
  • Broadview Advisors sold 18,925 Weatherford International plc shares in Q3 2014, an estimated $435K.
  • Broadview Advisors first reported a position in Weatherford International plc in Q3 2013 and held it in 4 quarters.
  • Broadview Advisors's Weatherford International plc position peaked at $451K in Q1 2014.
  • 396 funds tracked by Wall St. Rank held Weatherford International plc as of Q3 2014.

Based on Broadview Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.