MSFP
PDS

Mark Sheptoff Financial Planning’s Precision Drilling PDS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio PDS Stock Details PDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,030
Closed -$273K – 432
2015
Q2 		$273K Sell
2,030
-246
-11% -$34.1K 0.22% 90
2015
Q1 		$289K Buy
+2,276
New +$261K 0.24% 83

Other funds holding PDS

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
Tetrem Capital Management Winnipeg, Manitoba, Canada $2.29B AUM 16.55% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Mark Sheptoff Financial Planning's PDS Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of Precision Drilling (PDS) in Q3 2015, closing a stake of 2,030 shares — an estimated $273K sold.

Mark Sheptoff Financial Planning first reported a position in PDS in Q1 2015 and held it in 2 quarters. The position peaked at $289K in Q1 2015. 125 funds tracked by Wall St. Rank hold PDS as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining Precision Drilling position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 2,030 Precision Drilling shares in Q3 2015, an estimated $273K.
  • Mark Sheptoff Financial Planning first reported a position in Precision Drilling in Q1 2015 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Precision Drilling position peaked at $289K in Q1 2015.
  • 125 funds tracked by Wall St. Rank held Precision Drilling as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.