MFW
PTEN icon

Mosaic Family Wealth’s Patterson-UTI PTEN Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-30
Closed -$1K – 868
2017
Q3 		$1K Buy
+30
New +$553 ﹤0.01% 885

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Mosaic Family Wealth's PTEN Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Patterson-UTI (PTEN) in Q4 2017, closing a stake of 30 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in PTEN in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 324 funds tracked by Wall St. Rank hold PTEN as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Patterson-UTI position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 30 Patterson-UTI shares in Q4 2017, an estimated $1K.
  • Mosaic Family Wealth first reported a position in Patterson-UTI in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Patterson-UTI position peaked at $1K in Q3 2017.
  • 324 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.