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Rational Advisors’s Patterson-UTI PTEN Stock Holding History

Rational 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
2013
Q4 		$110K Sell
4,330
-360
-8% -$8.62K 0.01% 598
2013
Q3 		$100K Sell
4,690
-105
-2% -$2.16K 0.01% 653
2013
Q2 		$93K Buy
+4,795
New +$105K 0.01% 665

Other funds holding PTEN

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Rational Advisors's PTEN Position: Q4 2013 in Review

Rational Advisors reduced its Patterson-UTI (PTEN) stake by 7.7% in Q4 2013, selling an estimated $8.62K and leaving 4,330 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #598.

Rational Advisors first reported a position in PTEN in Q2 2013 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold PTEN as of Q4 2013.

  • Rational Advisors held 4,330 shares of Patterson-UTI worth $110K as of Q4 2013.
  • Rational Advisors sold 360 Patterson-UTI shares in Q4 2013, an estimated $8.62K.
  • Patterson-UTI made up 0.01% of Rational Advisors's portfolio in Q4 2013, its #598 holding.
  • Rational Advisors first reported a position in Patterson-UTI in Q2 2013 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.