Carroll Financial Associates’s Weatherford International plc WFT Stock Holding History

Carroll Financial Associates’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
2018 Q4	–	Sell	-2,634	Closed	-$7K	–	1436
2018 Q3	$7K	Hold	2,634	–	–	﹤0.01%	1016
2018 Q2	$8K	Sell	2,634 -6	-0.2%	-$19	﹤0.01%	923
2018 Q1	$6K	Hold	2,640	–	–	﹤0.01%	1001
2017 Q4	$11K	Hold	2,640	–	–	﹤0.01%	818
2017 Q3	$11K	Hold	2,640	–	–	﹤0.01%	804
2017 Q2	$10K	Buy	2,640 +1,464	+124%	+$7.44K	﹤0.01%	845
2017 Q1	$7K	Hold	1,176	–	–	﹤0.01%	926
2016 Q4	$5K	Sell	1,176 -320	-21%	-$1.67K	﹤0.01%	956
2016 Q3	$8K	Sell	1,496 -13	-0.9%	-$74	﹤0.01%	877
2016 Q2	$8K	Hold	1,509	–	–	﹤0.01%	853
2016 Q1	$11K	Hold	1,509	–	–	﹤0.01%	757
2015 Q4	$12K	Buy	1,509 +1,176	+353%	+$11.6K	﹤0.01%	710
2015 Q3	$3K	Sell	333 -1,138	-77%	-$11.5K	﹤0.01%	950
2015 Q2	$18K	Buy	1,471 +1,151	+360%	+$16K	﹤0.01%	592
2015 Q1	$4K	Hold	320	–	–	﹤0.01%	674
2014 Q4	$4K	Sell	320 -13	-4%	-$195	﹤0.01%	619
2014 Q3	$5K	Buy	+333	New	+$7.49K	﹤0.01%	674
2014 Q2	–	Sell	-333	Closed	-$6K	–	971
2014 Q1	$6K	Hold	333	–	–	﹤0.01%	633
2013 Q4	$5K	Hold	333	–	–	﹤0.01%	613
2013 Q3	$5K	Hold	333	–	–	﹤0.01%	615
2013 Q2	$4K	Buy	+333	New	+$4.42K	﹤0.01%	517

Other funds holding WFT

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Carroll Financial Associates's WFT Position: Q4 2018 in Review

Carroll Financial Associates sold out of Weatherford International plc (WFT) in Q4 2018, closing a stake of 2,634 shares — an estimated $7K sold.

Carroll Financial Associates first reported a position in WFT in Q2 2013 and held it in 21 quarters. The position peaked at $18K in Q2 2015. 299 funds tracked by Wall St. Rank hold WFT as of Q4 2018.

Carroll Financial Associates reported no remaining Weatherford International plc position as of Q4 2018 after selling out during the quarter.
Carroll Financial Associates sold 2,634 Weatherford International plc shares in Q4 2018, an estimated $7K.
Carroll Financial Associates first reported a position in Weatherford International plc in Q2 2013 and held it in 21 quarters.
Carroll Financial Associates's Weatherford International plc position peaked at $18K in Q2 2015.
299 funds tracked by Wall St. Rank held Weatherford International plc as of Q4 2018.

Based on Carroll Financial Associates's 13F filing for Q4 2018, filed 11 Jan 2019.