FWM
PDS

Focused Wealth Management’s Precision Drilling PDS Stock Holding History

Focused Wealth Management’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
2014
Q3 		– Sell
-14
Closed -$4K – 708
2014
Q2 		$4K Hold
14
– – ﹤0.01% 540
2014
Q1 		$3K Hold
14
– – ﹤0.01% 533
2013
Q4 		$3K Hold
14
– – ﹤0.01% 526
2013
Q3 		$3K Buy
+14
New +$2.78K ﹤0.01% 497

Other funds holding PDS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Focused Wealth Management's PDS Position: Q3 2014 in Review

Focused Wealth Management sold out of Precision Drilling (PDS) in Q3 2014, closing a stake of 14 shares — an estimated $4K sold.

Focused Wealth Management first reported a position in PDS in Q3 2013 and held it in 4 quarters. The position peaked at $4K in Q2 2014. 162 funds tracked by Wall St. Rank hold PDS as of Q3 2014.

  • Focused Wealth Management reported no remaining Precision Drilling position as of Q3 2014 after selling out during the quarter.
  • Focused Wealth Management sold 14 Precision Drilling shares in Q3 2014, an estimated $4K.
  • Focused Wealth Management first reported a position in Precision Drilling in Q3 2013 and held it in 4 quarters.
  • Focused Wealth Management's Precision Drilling position peaked at $4K in Q2 2014.
  • 162 funds tracked by Wall St. Rank held Precision Drilling as of Q3 2014.

Based on Focused Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.