GA
WFT

Geneva Advisors’s Weatherford International plc WFT Stock Holding History

Geneva 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
Q1 		– Sell
-13,510
Closed -$155K – 744
2014
Q4 		$155K Sell
13,510
-650
-5% -$9.74K ﹤0.01% 615
2014
Q3 		$295K Hold
14,160
– – 0.01% 514
2014
Q2 		$326K Buy
14,160
+1,410
+11% +$29K 0.01% 502
2014
Q1 		$221K Sell
12,750
-56,540
-82% -$866K ﹤0.01% 540
2013
Q4 		$1.07M Buy
69,290
+7,940
+13% +$126K 0.02% 250
2013
Q3 		$940K Buy
+61,350
New +$900K 0.02% 258

Other funds holding WFT

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Geneva Advisors's WFT Position: Q1 2015 in Review

Geneva Advisors sold out of Weatherford International plc (WFT) in Q1 2015, closing a stake of 13,510 shares — an estimated $155K sold.

Geneva Advisors first reported a position in WFT in Q3 2013 and held it in 6 quarters. The position peaked at $1.07M in Q4 2013. 374 funds tracked by Wall St. Rank hold WFT as of Q1 2015.

  • Geneva Advisors reported no remaining Weatherford International plc position as of Q1 2015 after selling out during the quarter.
  • Geneva Advisors sold 13,510 Weatherford International plc shares in Q1 2015, an estimated $155K.
  • Geneva Advisors first reported a position in Weatherford International plc in Q3 2013 and held it in 6 quarters.
  • Geneva Advisors's Weatherford International plc position peaked at $1.07M in Q4 2013.
  • 374 funds tracked by Wall St. Rank held Weatherford International plc as of Q1 2015.

Based on Geneva Advisors's 13F filing for Q1 2015, filed 5 May 2015.