Sugarloaf Wealth Management’s Precision Drilling PDS Stock Holding History

Sugarloaf Wealth Management’s Portfolio PDS Stock Details PDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-250	Closed	-$5K	–	780
2021 Q1	$5K	Buy	+250	New	+$5.66K	﹤0.01%	592
2020 Q3	–	Sell	-3	Closed	–	–	711
2020 Q2	$0	Sell	3 -72	-96%	-$805	﹤0.01%	718
2020 Q1	$0	Buy	75 +37	+97%	+$785	﹤0.01%	727
2019 Q4	$1K	Buy	+38	New	+$872	﹤0.01%	678

Other funds holding PDS

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

MLIM

Mountain Lake Investment Management Boca Raton, Florida $161M AUM 33.98% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

EGI

EAM Global Investors Solana Beach, California $34.8M AUM 275.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Sugarloaf Wealth Management's PDS Position: Q2 2021 in Review

Sugarloaf Wealth Management sold out of Precision Drilling (PDS) in Q2 2021, closing a stake of 250 shares — an estimated $5K sold.

Sugarloaf Wealth Management first reported a position in PDS in Q4 2019 and held it in 4 quarters. The position peaked at $5K in Q1 2021. 65 funds tracked by Wall St. Rank hold PDS as of Q2 2021.

Sugarloaf Wealth Management reported no remaining Precision Drilling position as of Q2 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 250 Precision Drilling shares in Q2 2021, an estimated $5K.
Sugarloaf Wealth Management first reported a position in Precision Drilling in Q4 2019 and held it in 4 quarters.
Sugarloaf Wealth Management's Precision Drilling position peaked at $5K in Q1 2021.
65 funds tracked by Wall St. Rank held Precision Drilling as of Q2 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.