Integrated Wealth Management (Palm Desert)’s Weatherford International plc WFT Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-262	Closed	-$1K	–	1171
2016 Q3	$1K	Sell	262 -434	-62%	-$2.47K	﹤0.01%	1220
2016 Q2	$4K	Hold	696	–	–	﹤0.01%	982
2016 Q1	$5K	Hold	696	–	–	﹤0.01%	864
2015 Q4	$6K	Buy	+696	New	+$6.86K	﹤0.01%	915

Other funds holding WFT

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s WFT Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Weatherford International plc (WFT) in Q4 2016, closing a stake of 262 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WFT in Q4 2015 and held it in 4 quarters. The position peaked at $6K in Q4 2015. 347 funds tracked by Wall St. Rank hold WFT as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Weatherford International plc position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 262 Weatherford International plc shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Weatherford International plc in Q4 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s Weatherford International plc position peaked at $6K in Q4 2015.
347 funds tracked by Wall St. Rank held Weatherford International plc as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.