JFS Wealth Advisors’s Weatherford International plc WFT Stock Holding History

JFS Wealth 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
2016 Q1	–	Sell	-400	Closed	-$3K	–	670
2015 Q4	$3K	Hold	400	–	–	﹤0.01%	501
2015 Q3	$3K	Hold	400	–	–	﹤0.01%	431
2015 Q2	$5K	Hold	400	–	–	﹤0.01%	413
2015 Q1	$5K	Hold	400	–	–	﹤0.01%	420
2014 Q4	$5K	Hold	400	–	–	﹤0.01%	439
2014 Q3	$8K	Hold	400	–	–	﹤0.01%	355
2014 Q2	$9K	Buy	+400	New	+$8.23K	﹤0.01%	341

Other funds holding WFT

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JFS Wealth Advisors's WFT Position: Q1 2016 in Review

JFS Wealth Advisors sold out of Weatherford International plc (WFT) in Q1 2016, closing a stake of 400 shares — an estimated $3K sold.

JFS Wealth Advisors first reported a position in WFT in Q2 2014 and held it in 7 quarters. The position peaked at $9K in Q2 2014. 353 funds tracked by Wall St. Rank hold WFT as of Q1 2016.

JFS Wealth Advisors reported no remaining Weatherford International plc position as of Q1 2016 after selling out during the quarter.
JFS Wealth Advisors sold 400 Weatherford International plc shares in Q1 2016, an estimated $3K.
JFS Wealth Advisors first reported a position in Weatherford International plc in Q2 2014 and held it in 7 quarters.
JFS Wealth Advisors's Weatherford International plc position peaked at $9K in Q2 2014.
353 funds tracked by Wall St. Rank held Weatherford International plc as of Q1 2016.

Based on JFS Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.