Rockefeller Financial Services’s Weatherford International plc WFT Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$1K	Hold	216	–	–	﹤0.01%	518
2017 Q3	$1K	Hold	216	–	–	﹤0.01%	527
2017 Q2	$1K	Hold	216	–	–	﹤0.01%	445
2017 Q1	$1K	Hold	216	–	–	﹤0.01%	465
2016 Q4	$1K	Buy	+216	New	+$1.13K	﹤0.01%	506
2015 Q4	–	Sell	-490	Closed	-$4K	–	572
2015 Q3	$4K	Hold	490	–	–	﹤0.01%	492
2015 Q2	$6K	Hold	490	–	–	﹤0.01%	442
2015 Q1	$6K	Hold	490	–	–	﹤0.01%	497
2014 Q4	$6K	Buy	+490	New	+$7.34K	﹤0.01%	458
2014 Q3	–	Sell	-3,133	Closed	-$72K	–	619
2014 Q2	$72K	Buy	3,133 +643	+26%	+$13.2K	﹤0.01%	398
2014 Q1	$43K	Hold	2,490	–	–	﹤0.01%	435
2013 Q4	$39K	Hold	2,490	–	–	﹤0.01%	424
2013 Q3	$38K	Hold	2,490	–	–	﹤0.01%	429
2013 Q2	$34K	Buy	+2,490	New	+$33K	﹤0.01%	432

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Rockefeller Financial Services's WFT Position: Q4 2017 in Review

Rockefeller Financial Services held its Weatherford International plc (WFT) position steady in Q4 2017 at 216 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Rockefeller Financial Services first reported a position in WFT in Q2 2013 and has held it in 14 quarters since. The position peaked at $72K in Q2 2014. 332 funds tracked by Wall St. Rank hold WFT as of Q4 2017.

Rockefeller Financial Services held 216 shares of Weatherford International plc worth $1K as of Q4 2017.
Rockefeller Financial Services left its Weatherford International plc share count unchanged in Q4 2017.
Weatherford International plc made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #518 holding.
Rockefeller Financial Services first reported a position in Weatherford International plc in Q2 2013 and has held it in 14 quarters since.
Rockefeller Financial Services's Weatherford International plc position peaked at $72K in Q2 2014.
332 funds tracked by Wall St. Rank held Weatherford International plc as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.