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JP Morgan Private Wealth Advisors’s Patterson-UTI PTEN Stock Holding History

JP Morgan Private Wealth Advisors’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
Q4 		– Sell
-25,597
Closed -$438K – 1561
2018
Q3 		$438K Buy
25,597
+2,226
+10% +$38.2K ﹤0.01% 1121
2018
Q2 		$421K Buy
+23,371
New +$468K ﹤0.01% 1074

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PTEN Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Patterson-UTI (PTEN) in Q4 2018, closing a stake of 25,597 shares — an estimated $438K sold.

JP Morgan Private Wealth Advisors first reported a position in PTEN in Q2 2018 and held it in 2 quarters. The position peaked at $438K in Q3 2018. 317 funds tracked by Wall St. Rank hold PTEN as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Patterson-UTI position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 25,597 Patterson-UTI shares in Q4 2018, an estimated $438K.
  • JP Morgan Private Wealth Advisors first reported a position in Patterson-UTI in Q2 2018 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Patterson-UTI position peaked at $438K in Q3 2018.
  • 317 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.