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IHT Wealth Management’s Patterson-UTI PTEN Stock Holding History

IHT Wealth 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
-59
Closed -$1K – 1111
2018
Q1 		$1K Sell
59
-71
-55% -$1.48K ﹤0.01% 1619
2017
Q4 		$3K Hold
130
– – ﹤0.01% 1439
2017
Q3 		$3K Buy
130
+71
+120% +$1.31K ﹤0.01% 1175
2017
Q2 		$118K Hold
59
– – 0.06% 309
2017
Q1 		$1K Hold
59
– – ﹤0.01% 1201
2016
Q4 		$2K Buy
+59
New +$1.46K ﹤0.01% 1049

Other funds holding PTEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $617B AUM 30.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

IHT Wealth Management's PTEN Position: Q2 2018 in Review

IHT Wealth Management sold out of Patterson-UTI (PTEN) in Q2 2018, closing a stake of 59 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in PTEN in Q4 2016 and held it in 6 quarters. The position peaked at $118K in Q2 2017. 328 funds tracked by Wall St. Rank hold PTEN as of Q2 2018.

  • IHT Wealth Management reported no remaining Patterson-UTI position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 59 Patterson-UTI shares in Q2 2018, an estimated $1K.
  • IHT Wealth Management first reported a position in Patterson-UTI in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Patterson-UTI position peaked at $118K in Q2 2017.
  • 328 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.