UCFA
WFT

United Capital Financial Advisors’s Weatherford International plc WFT Stock Holding History

United Capital Financial 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
2019
Q3 		– Sell
-11,537
Closed -$1K – 1551
2019
Q2 		$1K Sell
11,537
-7,458
-39% -$4.23K ﹤0.01% 1461
2019
Q1 		$13K Sell
18,995
-231
-1% -$160 ﹤0.01% 1347
2018
Q4 		$11K Sell
19,226
-16,416
-46% -$21.4K ﹤0.01% 1279
2018
Q3 		$97K Sell
35,642
-1,000
-3% -$2.94K ﹤0.01% 1299
2018
Q2 		$121K Sell
36,642
-2,403
-6% -$7.49K ﹤0.01% 1264
2018
Q1 		$89K Buy
39,045
+8,787
+29% +$28K ﹤0.01% 1276
2017
Q4 		$126K Buy
30,258
+3,903
+15% +$14.4K ﹤0.01% 1268
2017
Q3 		$121K Buy
26,355
+11,000
+72% +$45.5K ﹤0.01% 1270
2017
Q2 		$59K Hold
15,355
– – ﹤0.01% 1258
2017
Q1 		$102K Sell
15,355
-823
-5% -$4.82K ﹤0.01% 1217
2016
Q4 		$81K Buy
16,178
+1,079
+7% +$5.64K ﹤0.01% 1232
2016
Q3 		$85K Buy
15,099
+418
+3% +$2.38K ﹤0.01% 1238
2016
Q2 		$88K Sell
14,681
-209
-1% -$1.36K ﹤0.01% 1221
2016
Q1 		$116K Buy
14,890
+1,076
+8% +$7.26K ﹤0.01% 1175
2015
Q4 		$116K Buy
13,814
+226
+2% +$2.23K ﹤0.01% 1167
2015
Q3 		$115K Sell
13,588
-54,687
-80% -$553K ﹤0.01% 1199
2015
Q2 		$838K Buy
68,275
+55,378
+429% +$769K 0.01% 760
2015
Q1 		$188K Sell
12,897
-87,334
-87% -$1.01M ﹤0.01% 1190
2014
Q4 		$1.15M Buy
100,231
+42,372
+73% +$635K 0.02% 615
2014
Q3 		$1.2M Buy
+57,859
New +$1.3M 0.02% 557
2014
Q2 		– Sell
-17,620
Closed -$306K – 967
2014
Q1 		$306K Buy
+17,620
New +$270K 0.01% 778
2013
Q4 		– Sell
-13,390
Closed -$205K – 787
2013
Q3 		$205K Sell
13,390
-20,448
-60% -$300K 0.01% 633
2013
Q2 		$464K Buy
+33,838
New +$449K 0.01% 519

Other funds holding WFT

DCCA
D.C. Capital Advisors New York $28.9M AUM 102.41% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

United Capital Financial Advisors's WFT Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Weatherford International plc (WFT) in Q3 2019, closing a stake of 11,537 shares — an estimated $1K sold.

United Capital Financial Advisors first reported a position in WFT in Q2 2013 and held it in 23 quarters. The position peaked at $1.2M in Q3 2014. 16 funds tracked by Wall St. Rank hold WFT as of Q3 2019.

  • United Capital Financial Advisors reported no remaining Weatherford International plc position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,537 Weatherford International plc shares in Q3 2019, an estimated $1K.
  • United Capital Financial Advisors first reported a position in Weatherford International plc in Q2 2013 and held it in 23 quarters.
  • United Capital Financial Advisors's Weatherford International plc position peaked at $1.2M in Q3 2014.
  • 16 funds tracked by Wall St. Rank held Weatherford International plc as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.