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Sterling Investment Advisors (Pennsylvania)’s Patterson-UTI PTEN Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q1 		– Sell
-161
Closed -$4K – 336
2016
Q4 		$4K Buy
+161
New +$3.98K ﹤0.01% 279

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PTEN Position: Q1 2017 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Patterson-UTI (PTEN) in Q1 2017, closing a stake of 161 shares — an estimated $4K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PTEN in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 313 funds tracked by Wall St. Rank hold PTEN as of Q1 2017.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Patterson-UTI position as of Q1 2017 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 161 Patterson-UTI shares in Q1 2017, an estimated $4K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Patterson-UTI in Q4 2016 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Patterson-UTI position peaked at $4K in Q4 2016.
  • 313 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2017.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2017, filed 15 May 2017.