JIC
WFT

Joel Isaacson & Co’s Weatherford International plc WFT Stock Holding History

Joel Isaacson & Co’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
Q4 		– Sell
-541
Closed -$11K – 673
2014
Q3 		$11K Buy
+541
New +$12.2K ﹤0.01% 482

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
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Joel Isaacson & Co's WFT Position: Q4 2014 in Review

Joel Isaacson & Co sold out of Weatherford International plc (WFT) in Q4 2014, closing a stake of 541 shares — an estimated $11K sold.

Joel Isaacson & Co first reported a position in WFT in Q3 2014 and held it in 1 quarter. The position peaked at $11K in Q3 2014. 386 funds tracked by Wall St. Rank hold WFT as of Q4 2014.

  • Joel Isaacson & Co reported no remaining Weatherford International plc position as of Q4 2014 after selling out during the quarter.
  • Joel Isaacson & Co sold 541 Weatherford International plc shares in Q4 2014, an estimated $11K.
  • Joel Isaacson & Co first reported a position in Weatherford International plc in Q3 2014 and held it in 1 quarter.
  • Joel Isaacson & Co's Weatherford International plc position peaked at $11K in Q3 2014.
  • 386 funds tracked by Wall St. Rank held Weatherford International plc as of Q4 2014.

Based on Joel Isaacson & Co's 13F filing for Q4 2014, filed 9 Jan 2015.