BCM
WFT

BTR Capital Management’s Weatherford International plc WFT Stock Holding History

BTR Capital Management’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
2015
Q2 		– Sell
-11,975
Closed -$147K – 162
2015
Q1 		$147K Sell
11,975
-9,950
-45% -$116K 0.04% 155
2014
Q4 		$251K Sell
21,925
-4,000
-15% -$59.9K 0.07% 120
2014
Q3 		$539K Sell
25,925
-8,350
-24% -$188K 0.15% 86
2014
Q2 		$788K Sell
34,275
-19,155
-36% -$394K 0.22% 79
2014
Q1 		$928K Sell
53,430
-2,800
-5% -$42.9K 0.27% 69
2013
Q4 		$871K Sell
56,230
-8,150
-13% -$129K 0.25% 77
2013
Q3 		$987K Sell
64,380
-32,628
-34% -$479K 0.31% 72
2013
Q2 		$1.33M Buy
+97,008
New +$1.29M 0.41% 63

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BTR Capital Management's WFT Position: Q2 2015 in Review

BTR Capital Management sold out of Weatherford International plc (WFT) in Q2 2015, closing a stake of 11,975 shares — an estimated $147K sold.

BTR Capital Management first reported a position in WFT in Q2 2013 and held it in 8 quarters. The position peaked at $1.33M in Q2 2013. 394 funds tracked by Wall St. Rank hold WFT as of Q2 2015.

  • BTR Capital Management reported no remaining Weatherford International plc position as of Q2 2015 after selling out during the quarter.
  • BTR Capital Management sold 11,975 Weatherford International plc shares in Q2 2015, an estimated $147K.
  • BTR Capital Management first reported a position in Weatherford International plc in Q2 2013 and held it in 8 quarters.
  • BTR Capital Management's Weatherford International plc position peaked at $1.33M in Q2 2013.
  • 394 funds tracked by Wall St. Rank held Weatherford International plc as of Q2 2015.

Based on BTR Capital Management's 13F filing for Q2 2015, filed 13 Jul 2015.