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Simply Money Advisors’s Patterson-UTI PTEN Stock Holding History

Simply Money 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
Q3 		– Sell
-284
Closed -$5K – 305
2013
Q2 		$5K Buy
+284
New +$6.2K ﹤0.01% 256

Other funds holding PTEN

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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

Simply Money Advisors's PTEN Position: Q3 2013 in Review

Simply Money Advisors sold out of Patterson-UTI (PTEN) in Q3 2013, closing a stake of 284 shares — an estimated $5K sold.

Simply Money Advisors first reported a position in PTEN in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 268 funds tracked by Wall St. Rank hold PTEN as of Q3 2013.

  • Simply Money Advisors reported no remaining Patterson-UTI position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 284 Patterson-UTI shares in Q3 2013, an estimated $5K.
  • Simply Money Advisors first reported a position in Patterson-UTI in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Patterson-UTI position peaked at $5K in Q2 2013.
  • 268 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.