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Patriot Wealth Management’s DNOW Inc DNOW Stock Holding History

Patriot Wealth Management’s Portfolio DNOW Stock Details DNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-133,716
Closed -$4.07M – 62
2014
Q3 		$4.07M Buy
133,716
+3,750
+3% +$123K 1% 44
2014
Q2 		$4.71M Buy
+129,966
New +$4.47M 1.19% 31

Other funds holding DNOW

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Patriot Wealth Management's DNOW Position: Q4 2014 in Review

Patriot Wealth Management sold out of DNOW Inc (DNOW) in Q4 2014, closing a stake of 133,716 shares — an estimated $4.07M sold.

Patriot Wealth Management first reported a position in DNOW in Q2 2014 and held it in 2 quarters. The position peaked at $4.71M in Q2 2014. 392 funds tracked by Wall St. Rank hold DNOW as of Q4 2014.

  • Patriot Wealth Management reported no remaining DNOW Inc position as of Q4 2014 after selling out during the quarter.
  • Patriot Wealth Management sold 133,716 DNOW Inc shares in Q4 2014, an estimated $4.07M.
  • Patriot Wealth Management first reported a position in DNOW Inc in Q2 2014 and held it in 2 quarters.
  • Patriot Wealth Management's DNOW Inc position peaked at $4.71M in Q2 2014.
  • 392 funds tracked by Wall St. Rank held DNOW Inc as of Q4 2014.

Based on Patriot Wealth Management's 13F filing for Q4 2014, filed 22 Jan 2015.