Constellation Wealth Advisors’s Weatherford International plc WFT Stock Holding History

Constellation Wealth 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
2015 Q3	–	Sell	-11,100	Closed	-$136K	–	157
2015 Q2	$136K	Hold	11,100	–	–	0.01%	173
2015 Q1	$137K	Hold	11,100	–	–	0.01%	175
2014 Q4	$127K	Buy	11,100 +600	+6%	+$8.99K	0.01%	171
2014 Q3	$218K	Buy	+10,500	New	+$236K	0.02%	194
2014 Q2	–	Sell	-10,300	Closed	-$179K	–	218
2014 Q1	$179K	Buy	+10,300	New	+$158K	0.02%	182

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Constellation Wealth Advisors's WFT Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of Weatherford International plc (WFT) in Q3 2015, closing a stake of 11,100 shares — an estimated $136K sold.

Constellation Wealth Advisors first reported a position in WFT in Q1 2014 and held it in 5 quarters. The position peaked at $218K in Q3 2014. 365 funds tracked by Wall St. Rank hold WFT as of Q3 2015.

Constellation Wealth Advisors reported no remaining Weatherford International plc position as of Q3 2015 after selling out during the quarter.
Constellation Wealth Advisors sold 11,100 Weatherford International plc shares in Q3 2015, an estimated $136K.
Constellation Wealth Advisors first reported a position in Weatherford International plc in Q1 2014 and held it in 5 quarters.
Constellation Wealth Advisors's Weatherford International plc position peaked at $218K in Q3 2014.
365 funds tracked by Wall St. Rank held Weatherford International plc as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.