Ropes Wealth Advisors’s Patterson-UTI PTEN Stock Holding History

Ropes Wealth 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
2018 Q1	–	Sell	-131	Closed	-$3K	–	711
2017 Q4	$3K	Hold	131	–	–	﹤0.01%	692
2017 Q3	$3K	Buy	+131	New	+$2.41K	﹤0.01%	651

Other funds holding PTEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Ropes Wealth Advisors's PTEN Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Patterson-UTI (PTEN) in Q1 2018, closing a stake of 131 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in PTEN in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 327 funds tracked by Wall St. Rank hold PTEN as of Q1 2018.

Ropes Wealth Advisors reported no remaining Patterson-UTI position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 131 Patterson-UTI shares in Q1 2018, an estimated $3K.
Ropes Wealth Advisors first reported a position in Patterson-UTI in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's Patterson-UTI position peaked at $3K in Q4 2017.
327 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.