SFWA
WFT

Summit Financial Wealth Advisors’s Weatherford International plc WFT Stock Holding History

Summit Financial Wealth 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
2015
Q3 		– Sell
-209,598
Closed -$2.57M – 268
2015
Q2 		$2.57M Sell
209,598
-2,355
-1% -$32.7K 1.59% 22
2015
Q1 		$3.04M Buy
211,953
+209,203
+7,607% +$2.43M 2.06% 19
2014
Q4 		$31K Buy
+2,750
New +$41.2K 0.02% 140

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Summit Financial Wealth Advisors's WFT Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of Weatherford International plc (WFT) in Q3 2015, closing a stake of 209,598 shares — an estimated $2.57M sold.

Summit Financial Wealth Advisors first reported a position in WFT in Q4 2014 and held it in 3 quarters. The position peaked at $3.04M in Q1 2015. 365 funds tracked by Wall St. Rank hold WFT as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Weatherford International plc position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 209,598 Weatherford International plc shares in Q3 2015, an estimated $2.57M.
  • Summit Financial Wealth Advisors first reported a position in Weatherford International plc in Q4 2014 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Weatherford International plc position peaked at $3.04M in Q1 2015.
  • 365 funds tracked by Wall St. Rank held Weatherford International plc as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.