Kanaly Trust’s Weatherford International plc WFT Stock Holding History

Kanaly Trust’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	$20K	Hold	4,000	–	–	﹤0.01%	427
2016 Q3	$22K	Sell	4,000 -200	-5%	-$1.14K	﹤0.01%	412
2016 Q2	$23K	Hold	4,200	–	–	﹤0.01%	410
2016 Q1	$33K	Sell	4,200 -522	-11%	-$3.52K	0.01%	347
2015 Q4	$40K	Buy	4,722 +522	+12%	+$5.15K	0.01%	307
2015 Q3	$36K	Hold	4,200	–	–	0.01%	333
2015 Q2	$52K	Hold	4,200	–	–	0.01%	305
2015 Q1	$52K	Hold	4,200	–	–	0.01%	282
2014 Q4	$48K	Buy	+4,200	New	+$62.9K	0.01%	294
2014 Q2	–	Sell	-35,350	Closed	-$614K	–	746
2014 Q1	$614K	Buy	35,350 +771	+2%	+$11.8K	0.12%	95
2013 Q4	$536K	Buy	+34,579	New	+$549K	0.11%	107

Other funds holding WFT

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Kanaly Trust's WFT Position: Q4 2016 in Review

Kanaly Trust held its Weatherford International plc (WFT) position steady in Q4 2016 at 4,000 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Kanaly Trust first reported a position in WFT in Q4 2013 and has held it in 11 quarters since. The position peaked at $614K in Q1 2014. 347 funds tracked by Wall St. Rank hold WFT as of Q4 2016.

Kanaly Trust held 4,000 shares of Weatherford International plc worth $20K as of Q4 2016.
Kanaly Trust left its Weatherford International plc share count unchanged in Q4 2016.
Weatherford International plc made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #427 holding.
Kanaly Trust first reported a position in Weatherford International plc in Q4 2013 and has held it in 11 quarters since.
Kanaly Trust's Weatherford International plc position peaked at $614K in Q1 2014.
347 funds tracked by Wall St. Rank held Weatherford International plc as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.