MSFP
WFT

Mark Sheptoff Financial Planning’s Weatherford International plc WFT Stock Holding History

Mark Sheptoff Financial Planning’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
2015
Q1 		– Sell
-4,400
Closed -$50K – 351
2014
Q4 		$50K Sell
4,400
-20,200
-82% -$303K 0.04% 170
2014
Q3 		$512K Buy
+24,600
New +$553K 0.45% 60
2014
Q2 		– Sell
-24,100
Closed -$418K – 371
2014
Q1 		$418K Buy
+24,100
New +$369K 0.37% 68

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Mark Sheptoff Financial Planning's WFT Position: Q1 2015 in Review

Mark Sheptoff Financial Planning sold out of Weatherford International plc (WFT) in Q1 2015, closing a stake of 4,400 shares — an estimated $50K sold.

Mark Sheptoff Financial Planning first reported a position in WFT in Q1 2014 and held it in 3 quarters. The position peaked at $512K in Q3 2014. 374 funds tracked by Wall St. Rank hold WFT as of Q1 2015.

  • Mark Sheptoff Financial Planning reported no remaining Weatherford International plc position as of Q1 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 4,400 Weatherford International plc shares in Q1 2015, an estimated $50K.
  • Mark Sheptoff Financial Planning first reported a position in Weatherford International plc in Q1 2014 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Weatherford International plc position peaked at $512K in Q3 2014.
  • 374 funds tracked by Wall St. Rank held Weatherford International plc as of Q1 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2015, filed 12 May 2015.