Creative Planning
WFT

Creative Planning’s Weatherford International plc WFT Stock Holding History

Creative 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
2019
Q2 		– Sell
-81,498
Closed -$57K – 2174
2019
Q1 		$57K Buy
81,498
+447
+0.6% +$309 ﹤0.01% 1767
2018
Q4 		$45K Buy
81,051
+6,600
+9% +$8.61K ﹤0.01% 1722
2018
Q3 		$202K Buy
74,451
+14,054
+23% +$41.2K ﹤0.01% 1678
2018
Q2 		$199K Sell
60,397
-148,534
-71% -$463K ﹤0.01% 1643
2018
Q1 		$478K Buy
208,931
+156,651
+300% +$500K ﹤0.01% 1112
2017
Q4 		$218K Sell
52,280
-3,064
-6% -$11.3K ﹤0.01% 1550
2017
Q3 		$253K Sell
55,344
-228,186
-80% -$943K ﹤0.01% 1445
2017
Q2 		$1.1M Buy
283,530
+138,968
+96% +$706K 0.01% 644
2017
Q1 		$961K Sell
144,562
-371,786
-72% -$2.18M 0.01% 694
2016
Q4 		$2.58M Sell
516,348
-32,386
-6% -$169K 0.02% 332
2016
Q3 		$3.08M Buy
548,734
+62,108
+13% +$353K 0.02% 286
2016
Q2 		$2.7M Buy
486,626
+69,008
+17% +$450K 0.02% 274
2016
Q1 		$3.25M Buy
417,618
+192,636
+86% +$1.3M 0.03% 221
2015
Q4 		$1.89M Buy
224,982
+132,777
+144% +$1.31M 0.02% 322
2015
Q3 		$782K Buy
92,205
+70,123
+318% +$709K 0.01% 560
2015
Q2 		$271K Sell
22,082
-54,013
-71% -$750K ﹤0.01% 816
2015
Q1 		$936K Buy
76,095
+35,053
+85% +$407K 0.01% 489
2014
Q4 		$470K Sell
41,042
-26,812
-40% -$402K ﹤0.01% 726
2014
Q3 		$1.41M Buy
+67,854
New +$1.53M 0.02% 314
2014
Q2 		– Sell
-26,549
Closed -$461K – 4040
2014
Q1 		$461K Sell
26,549
-11,068
-29% -$170K 0.01% 655
2013
Q4 		$583K Buy
37,617
+1,106
+3% +$17.6K 0.01% 476
2013
Q3 		$560K Buy
36,511
+9,848
+37% +$144K 0.01% 418
2013
Q2 		$365K Buy
+26,663
New +$354K 0.01% 493

Other funds holding WFT

DCCA
D.C. Capital Advisors New York $28.9M AUM 102.41% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Creative Planning's WFT Position: Q2 2019 in Review

Creative Planning sold out of Weatherford International plc (WFT) in Q2 2019, closing a stake of 81,498 shares — an estimated $57K sold.

Creative Planning first reported a position in WFT in Q2 2013 and held it in 23 quarters. The position peaked at $3.25M in Q1 2016. 49 funds tracked by Wall St. Rank hold WFT as of Q2 2019.

  • Creative Planning reported no remaining Weatherford International plc position as of Q2 2019 after selling out during the quarter.
  • Creative Planning sold 81,498 Weatherford International plc shares in Q2 2019, an estimated $57K.
  • Creative Planning first reported a position in Weatherford International plc in Q2 2013 and held it in 23 quarters.
  • Creative Planning's Weatherford International plc position peaked at $3.25M in Q1 2016.
  • 49 funds tracked by Wall St. Rank held Weatherford International plc as of Q2 2019.

Based on Creative Planning's 13F filing for Q2 2019, filed 26 Jul 2019.