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Gradient Investments’s Patterson-UTI PTEN Stock Holding History

Gradient Investments’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
-157
Closed -$4K – 1126
2017
Q4 		$4K Buy
+157
New +$3.25K ﹤0.01% 727
2016
Q1 		– Sell
-1,232
Closed -$19K – 779
2015
Q4 		$19K Buy
+1,232
New +$19K ﹤0.01% 324

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
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

Gradient Investments's PTEN Position: Q1 2018 in Review

Gradient Investments sold out of Patterson-UTI (PTEN) in Q1 2018, closing a stake of 157 shares — an estimated $4K sold.

Gradient Investments first reported a position in PTEN in Q4 2015 and held it in 2 quarters. The position peaked at $19K in Q4 2015. 326 funds tracked by Wall St. Rank hold PTEN as of Q1 2018.

  • Gradient Investments reported no remaining Patterson-UTI position as of Q1 2018 after selling out during the quarter.
  • Gradient Investments sold 157 Patterson-UTI shares in Q1 2018, an estimated $4K.
  • Gradient Investments first reported a position in Patterson-UTI in Q4 2015 and held it in 2 quarters.
  • Gradient Investments's Patterson-UTI position peaked at $19K in Q4 2015.
  • 326 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2018.

Based on Gradient Investments's 13F filing for Q1 2018, filed 11 Apr 2018.