EFS
WFT

Essex Financial Services’s Weatherford International plc WFT Stock Holding History

Essex Financial Services’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
Q3 		– Sell
-9,920
Closed -$228K – 313
2014
Q2 		$228K Buy
+9,920
New +$204K 0.07% 266
2014
Q1 		– Sell
-10,230
Closed -$158K – 300
2013
Q4 		$158K Sell
10,230
-465
-4% -$7.39K 0.05% 269
2013
Q3 		$164 Sell
10,695
-2,335
-18% -$34.3K 0.05% 251
2013
Q2 		$179K Buy
+13,030
New +$173K 0.06% 250

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 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 16.26% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Essex Financial Services's WFT Position: Q3 2014 in Review

Essex Financial Services sold out of Weatherford International plc (WFT) in Q3 2014, closing a stake of 9,920 shares — an estimated $228K sold.

Essex Financial Services first reported a position in WFT in Q2 2013 and held it in 4 quarters. The position peaked at $228K in Q2 2014. 396 funds tracked by Wall St. Rank hold WFT as of Q3 2014.

  • Essex Financial Services reported no remaining Weatherford International plc position as of Q3 2014 after selling out during the quarter.
  • Essex Financial Services sold 9,920 Weatherford International plc shares in Q3 2014, an estimated $228K.
  • Essex Financial Services first reported a position in Weatherford International plc in Q2 2013 and held it in 4 quarters.
  • Essex Financial Services's Weatherford International plc position peaked at $228K in Q2 2014.
  • 396 funds tracked by Wall St. Rank held Weatherford International plc as of Q3 2014.

Based on Essex Financial Services's 13F filing for Q3 2014, filed 31 Oct 2014.