JFA
WFT

JNBA Financial Advisors’s Weatherford International plc WFT Stock Holding History

JNBA Financial 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
Q4 		– Sell
-4,369
Closed -$25K – 1569
2016
Q3 		$25K Buy
+4,369
New +$24.8K ﹤0.01% 743
2015
Q3 		– Sell
-5,000
Closed -$61K – 556
2015
Q2 		$61K Hold
5,000
– – 0.02% 166
2015
Q1 		$62K Hold
5,000
– – 0.02% 166
2014
Q4 		$57K Sell
5,000
-455
-8% -$6.82K 0.02% 174
2014
Q3 		$113K Buy
5,455
+455
+9% +$10.2K 0.05% 124
2014
Q2 		$115K Hold
5,000
– – 0.06% 117
2014
Q1 		$87K Buy
+5,000
New +$76.6K 0.05% 135

Other funds holding WFT

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JNBA Financial Advisors's WFT Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Weatherford International plc (WFT) in Q4 2016, closing a stake of 4,369 shares — an estimated $25K sold.

JNBA Financial Advisors first reported a position in WFT in Q1 2014 and held it in 7 quarters. The position peaked at $115K in Q2 2014. 347 funds tracked by Wall St. Rank hold WFT as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Weatherford International plc position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 4,369 Weatherford International plc shares in Q4 2016, an estimated $25K.
  • JNBA Financial Advisors first reported a position in Weatherford International plc in Q1 2014 and held it in 7 quarters.
  • JNBA Financial Advisors's Weatherford International plc position peaked at $115K in Q2 2014.
  • 347 funds tracked by Wall St. Rank held Weatherford International plc as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.