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Legacy Financial Advisors’s Patterson-UTI PTEN Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-121
Closed -$2K – 704
2019
Q1 		$2K Sell
121
-343
-74% -$4.5K ﹤0.01% 908
2018
Q4 		$5K Buy
464
+80
+21% +$1.18K ﹤0.01% 743
2018
Q3 		$6K Buy
384
+66
+21% +$1.13K ﹤0.01% 660
2018
Q2 		$5K Buy
318
+265
+500% +$5.31K ﹤0.01% 704
2018
Q1 		$0 Hold
53
– – ﹤0.01% 887
2017
Q4 		$1K Buy
+53
New +$1.1K ﹤0.01% 785

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Legacy Financial Advisors's PTEN Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Patterson-UTI (PTEN) in Q2 2019, closing a stake of 121 shares — an estimated $2K sold.

Legacy Financial Advisors first reported a position in PTEN in Q4 2017 and held it in 6 quarters. The position peaked at $6K in Q3 2018. 278 funds tracked by Wall St. Rank hold PTEN as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Patterson-UTI position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 121 Patterson-UTI shares in Q2 2019, an estimated $2K.
  • Legacy Financial Advisors first reported a position in Patterson-UTI in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Patterson-UTI position peaked at $6K in Q3 2018.
  • 278 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.