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Freedom Investment Management’s Patterson-UTI PTEN Stock Holding History

Freedom Investment Management’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
Q2 		– Sell
-24,403
Closed -$427K – 1088
2018
Q1 		$427K Buy
24,403
+3,906
+19% +$81.5K 0.02% 700
2017
Q4 		$472K Buy
20,497
+2,265
+12% +$46.9K 0.02% 653
2017
Q3 		$382K Buy
18,232
+1,733
+11% +$31.9K 0.02% 717
2017
Q2 		$333K Sell
16,499
-5,066
-23% -$110K 0.02% 740
2017
Q1 		$523K Sell
21,565
-2,583
-11% -$69.7K 0.03% 530
2016
Q4 		$650K Sell
24,148
-5,338
-18% -$132K 0.04% 398
2016
Q3 		$660K Buy
29,486
+4,588
+18% +$92.1K 0.04% 371
2016
Q2 		$531K Sell
24,898
-21
-0.1% -$396 0.04% 401
2016
Q1 		$439K Sell
24,919
-154
-0.6% -$2.3K 0.03% 443
2015
Q4 		$378K Buy
25,073
+23,849
+1,948% +$367K 0.03% 481
2015
Q3 		$211K Sell
1,224
-18,032
-94% -$286K 0.02% 599
2015
Q2 		$362K Buy
+19,256
New +$399K 0.04% 428

Other funds holding PTEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Freedom Investment Management's PTEN Position: Q2 2018 in Review

Freedom Investment Management sold out of Patterson-UTI (PTEN) in Q2 2018, closing a stake of 24,403 shares — an estimated $427K sold.

Freedom Investment Management first reported a position in PTEN in Q2 2015 and held it in 12 quarters. The position peaked at $660K in Q3 2016. 328 funds tracked by Wall St. Rank hold PTEN as of Q2 2018.

  • Freedom Investment Management reported no remaining Patterson-UTI position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 24,403 Patterson-UTI shares in Q2 2018, an estimated $427K.
  • Freedom Investment Management first reported a position in Patterson-UTI in Q2 2015 and held it in 12 quarters.
  • Freedom Investment Management's Patterson-UTI position peaked at $660K in Q3 2016.
  • 328 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.