Carson Wealth (CWM LLC)
WFT

Carson Wealth (CWM LLC)’s Weatherford International plc WFT Stock Holding History

Carson Wealth (CWM LLC)’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
Q2 		– Sell
-1,102
Closed -$3K – 1822
2018
Q1 		$3K Buy
+1,102
New +$3.52K ﹤0.01% 1138
2017
Q1 		– Sell
-64
Closed – – 1383
2016
Q4 		$0 Hold
64
– – ﹤0.01% 1227
2016
Q3 		$0 Hold
64
– – ﹤0.01% 1100
2016
Q2 		$0 Buy
+64
New +$417 ﹤0.01% 896
2016
Q1 		– Sell
-194
Closed -$2K – 837
2015
Q4 		$2K Buy
194
+94
+94% +$927 ﹤0.01% 618
2015
Q3 		$1K Buy
+100
New +$1.01K ﹤0.01% 626

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Harris Associates
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BlackRock
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM
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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WFT Position: Q2 2018 in Review

Carson Wealth (CWM LLC) sold out of Weatherford International plc (WFT) in Q2 2018, closing a stake of 1,102 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in WFT in Q3 2015 and held it in 6 quarters. The position peaked at $3K in Q1 2018. 313 funds tracked by Wall St. Rank hold WFT as of Q2 2018.

  • Carson Wealth (CWM LLC) reported no remaining Weatherford International plc position as of Q2 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,102 Weatherford International plc shares in Q2 2018, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Weatherford International plc in Q3 2015 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Weatherford International plc position peaked at $3K in Q1 2018.
  • 313 funds tracked by Wall St. Rank held Weatherford International plc as of Q2 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2018, filed 31 Jul 2018.