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Moody Lynn & Lieberson’s Patterson-UTI PTEN Stock Holding History

Moody Lynn & Lieberson’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
2014
Q4 		– Sell
-11,163
Closed -$363K – 206
2014
Q3 		$363K Hold
11,163
– – 0.05% 133
2014
Q2 		$390K Sell
11,163
-323
-3% -$10.6K 0.05% 132
2014
Q1 		$364K Sell
11,486
-828
-7% -$23K 0.05% 140
2013
Q4 		$312K Buy
12,314
+662
+6% +$15.8K 0.04% 162
2013
Q3 		$249K Buy
11,652
+633
+6% +$13K 0.04% 160
2013
Q2 		$213K Buy
+11,019
New +$240K 0.04% 152

Other funds holding PTEN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Moody Lynn & Lieberson's PTEN Position: Q4 2014 in Review

Moody Lynn & Lieberson sold out of Patterson-UTI (PTEN) in Q4 2014, closing a stake of 11,163 shares — an estimated $363K sold.

Moody Lynn & Lieberson first reported a position in PTEN in Q2 2013 and held it in 6 quarters. The position peaked at $390K in Q2 2014. 270 funds tracked by Wall St. Rank hold PTEN as of Q4 2014.

  • Moody Lynn & Lieberson reported no remaining Patterson-UTI position as of Q4 2014 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 11,163 Patterson-UTI shares in Q4 2014, an estimated $363K.
  • Moody Lynn & Lieberson first reported a position in Patterson-UTI in Q2 2013 and held it in 6 quarters.
  • Moody Lynn & Lieberson's Patterson-UTI position peaked at $390K in Q2 2014.
  • 270 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2014.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2014, filed 28 Jan 2015.