WA
WFT

Waverly Advisors’s Weatherford International plc WFT Stock Holding History

Waverly 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
2014
Q4 		– Sell
-945
Closed -$20K – 729
2014
Q3 		$20K Buy
+945
New +$21.2K 0.01% 339
2014
Q2 		– Sell
-945
Closed -$16K – 772
2014
Q1 		$16K Sell
945
-3,600
-79% -$55.2K 0.01% 357
2013
Q4 		$70K Buy
4,545
+945
+26% +$15K 0.02% 286
2013
Q3 		$55K Buy
+3,600
New +$52.8K 0.03% 232

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Waverly Advisors's WFT Position: Q4 2014 in Review

Waverly Advisors sold out of Weatherford International plc (WFT) in Q4 2014, closing a stake of 945 shares — an estimated $20K sold.

Waverly Advisors first reported a position in WFT in Q3 2013 and held it in 4 quarters. The position peaked at $70K in Q4 2013. 386 funds tracked by Wall St. Rank hold WFT as of Q4 2014.

  • Waverly Advisors reported no remaining Weatherford International plc position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 945 Weatherford International plc shares in Q4 2014, an estimated $20K.
  • Waverly Advisors first reported a position in Weatherford International plc in Q3 2013 and held it in 4 quarters.
  • Waverly Advisors's Weatherford International plc position peaked at $70K in Q4 2013.
  • 386 funds tracked by Wall St. Rank held Weatherford International plc as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.