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Financial Gravity Companies’s Patterson-UTI PTEN Stock Holding History

Financial Gravity Companies’s Portfolio PTEN Stock Details PTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-264
Closed -$6K – 1589
2017
Q4 		$6K Buy
+264
New +$5.47K 0.01% 682

Other funds holding PTEN

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Vanguard Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Financial Gravity Companies's PTEN Position: Q1 2018 in Review

Financial Gravity Companies sold out of Patterson-UTI (PTEN) in Q1 2018, closing a stake of 264 shares — an estimated $6K sold.

Financial Gravity Companies first reported a position in PTEN in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 326 funds tracked by Wall St. Rank hold PTEN as of Q1 2018.

  • Financial Gravity Companies reported no remaining Patterson-UTI position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 264 Patterson-UTI shares in Q1 2018, an estimated $6K.
  • Financial Gravity Companies first reported a position in Patterson-UTI in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's Patterson-UTI position peaked at $6K in Q4 2017.
  • 326 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.