CGA
PDS

Crescent Grove Advisors’s Precision Drilling PDS Stock Holding History

Crescent Grove Advisors’s Portfolio PDS Stock Details PDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-750
Closed -$47K – 151
2017
Q3 		$47K Hold
750
– – 0.01% 139
2017
Q2 		$51K Buy
+750
New +$58.1K 0.01% 143

Other funds holding PDS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Crescent Grove Advisors's PDS Position: Q4 2017 in Review

Crescent Grove Advisors sold out of Precision Drilling (PDS) in Q4 2017, closing a stake of 750 shares — an estimated $47K sold.

Crescent Grove Advisors first reported a position in PDS in Q2 2017 and held it in 2 quarters. The position peaked at $51K in Q2 2017. 128 funds tracked by Wall St. Rank hold PDS as of Q4 2017.

  • Crescent Grove Advisors reported no remaining Precision Drilling position as of Q4 2017 after selling out during the quarter.
  • Crescent Grove Advisors sold 750 Precision Drilling shares in Q4 2017, an estimated $47K.
  • Crescent Grove Advisors first reported a position in Precision Drilling in Q2 2017 and held it in 2 quarters.
  • Crescent Grove Advisors's Precision Drilling position peaked at $51K in Q2 2017.
  • 128 funds tracked by Wall St. Rank held Precision Drilling as of Q4 2017.

Based on Crescent Grove Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.