CWP
WFT

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

Capital 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
2014
Q1 		– Sell
-40,000
Closed -$485K – 139
2013
Q4 		$485K Hold
40,000
– – 0.59% 29
2013
Q3 		$613K Hold
40,000
– – 0.28% 60
2013
Q2 		$548K Buy
+40,000
New +$531K 0.43% 39

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

Capital Wealth Planning's WFT Position: Q1 2014 in Review

Capital Wealth Planning sold out of Weatherford International plc (WFT) in Q1 2014, closing a stake of 40,000 shares — an estimated $485K sold.

Capital Wealth Planning first reported a position in WFT in Q2 2013 and held it in 3 quarters. The position peaked at $613K in Q3 2013. 413 funds tracked by Wall St. Rank hold WFT as of Q1 2014.

  • Capital Wealth Planning reported no remaining Weatherford International plc position as of Q1 2014 after selling out during the quarter.
  • Capital Wealth Planning sold 40,000 Weatherford International plc shares in Q1 2014, an estimated $485K.
  • Capital Wealth Planning first reported a position in Weatherford International plc in Q2 2013 and held it in 3 quarters.
  • Capital Wealth Planning's Weatherford International plc position peaked at $613K in Q3 2013.
  • 413 funds tracked by Wall St. Rank held Weatherford International plc as of Q1 2014.

Based on Capital Wealth Planning's 13F filing for Q1 2014, filed 16 May 2014.