OIA
WFT

Optimum Investment Advisors’s Weatherford International plc WFT Stock Holding History

Optimum Investment 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
2018
Q4 		– Sell
-304
Closed -$1K – 1068
2018
Q3 		$1K Hold
304
– – ﹤0.01% 1029
2018
Q2 		$1K Hold
304
– – ﹤0.01% 1053
2018
Q1 		$1K Buy
+304
New +$970 ﹤0.01% 1009
2015
Q1 		$63K Hold
5,100
– – 0.02% 463
2014
Q4 		$58K Sell
5,100
-2,100
-29% -$31.5K 0.02% 469
2014
Q3 		$150K Buy
+7,200
New +$162K 0.05% 298
2014
Q2 		– Sell
-7,200
Closed -$125K – 938
2014
Q1 		$125K Buy
7,200
+2,000
+38% +$30.6K 0.05% 276
2013
Q4 		$81K Sell
5,200
-700
-12% -$11.1K 0.03% 325
2013
Q3 		$90K Buy
+5,900
New +$86.6K 0.04% 292

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Optimum Investment Advisors's WFT Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Weatherford International plc (WFT) in Q4 2018, closing a stake of 304 shares — an estimated $1K sold.

Optimum Investment Advisors first reported a position in WFT in Q3 2013 and held it in 9 quarters. The position peaked at $150K in Q3 2014. 299 funds tracked by Wall St. Rank hold WFT as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Weatherford International plc position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 304 Weatherford International plc shares in Q4 2018, an estimated $1K.
  • Optimum Investment Advisors first reported a position in Weatherford International plc in Q3 2013 and held it in 9 quarters.
  • Optimum Investment Advisors's Weatherford International plc position peaked at $150K in Q3 2014.
  • 299 funds tracked by Wall St. Rank held Weatherford International plc as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.