JWM
WFT

Jacobus Wealth Management’s Weatherford International plc WFT Stock Holding History

Jacobus Wealth Management’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
-7,500
Closed -$173K – 326
2014
Q2 		$173K Hold
7,500
– – 0.04% 233
2014
Q1 		$130K Hold
7,500
– – 0.03% 269
2013
Q4 		$116K Hold
7,500
– – 0.03% 279
2013
Q3 		$115K Buy
+7,500
New +$110K 0.04% 232

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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 16.07% 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

Jacobus Wealth Management's WFT Position: Q3 2014 in Review

Jacobus Wealth Management sold out of Weatherford International plc (WFT) in Q3 2014, closing a stake of 7,500 shares — an estimated $173K sold.

Jacobus Wealth Management first reported a position in WFT in Q3 2013 and held it in 4 quarters. The position peaked at $173K in Q2 2014. 396 funds tracked by Wall St. Rank hold WFT as of Q3 2014.

  • Jacobus Wealth Management reported no remaining Weatherford International plc position as of Q3 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 7,500 Weatherford International plc shares in Q3 2014, an estimated $173K.
  • Jacobus Wealth Management first reported a position in Weatherford International plc in Q3 2013 and held it in 4 quarters.
  • Jacobus Wealth Management's Weatherford International plc position peaked at $173K in Q2 2014.
  • 396 funds tracked by Wall St. Rank held Weatherford International plc as of Q3 2014.

Based on Jacobus Wealth Management's 13F filing for Q3 2014, filed 30 Oct 2014.