SW
WFT

SVB Wealth’s Weatherford International plc WFT Stock Holding History

SVB Wealth’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
Q4 		– Sell
-19,751
Closed -$167K – 571
2015
Q3 		$167K Sell
19,751
-8,659
-30% -$87.6K 0.01% 524
2015
Q2 		$349K Sell
28,410
-1,420
-5% -$19.7K 0.01% 472
2015
Q1 		$367K Sell
29,830
-28,001
-48% -$325K 0.01% 455
2014
Q4 		$662K Buy
+57,831
New +$866K 0.02% 362

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

SVB Wealth's WFT Position: Q4 2015 in Review

SVB Wealth sold out of Weatherford International plc (WFT) in Q4 2015, closing a stake of 19,751 shares — an estimated $167K sold.

SVB Wealth first reported a position in WFT in Q4 2014 and held it in 4 quarters. The position peaked at $662K in Q4 2014. 361 funds tracked by Wall St. Rank hold WFT as of Q4 2015.

  • SVB Wealth reported no remaining Weatherford International plc position as of Q4 2015 after selling out during the quarter.
  • SVB Wealth sold 19,751 Weatherford International plc shares in Q4 2015, an estimated $167K.
  • SVB Wealth first reported a position in Weatherford International plc in Q4 2014 and held it in 4 quarters.
  • SVB Wealth's Weatherford International plc position peaked at $662K in Q4 2014.
  • 361 funds tracked by Wall St. Rank held Weatherford International plc as of Q4 2015.

Based on SVB Wealth's 13F filing for Q4 2015, filed 12 Feb 2016.