Waverly Advisors’s Patterson-UTI PTEN Stock Holding History

Waverly 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	–	Sell	-1,252	Closed	-$27K	–	838
2013 Q3	$27K	Buy	+1,252	New	+$25.7K	0.01%	325

Other funds holding PTEN

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waverly Advisors's PTEN Position: Q4 2013 in Review

Waverly Advisors sold out of Patterson-UTI (PTEN) in Q4 2013, closing a stake of 1,252 shares — an estimated $27K sold.

Waverly Advisors first reported a position in PTEN in Q3 2013 and held it in 1 quarter. The position peaked at $27K in Q3 2013. 274 funds tracked by Wall St. Rank hold PTEN as of Q4 2013.

Waverly Advisors reported no remaining Patterson-UTI position as of Q4 2013 after selling out during the quarter.
Waverly Advisors sold 1,252 Patterson-UTI shares in Q4 2013, an estimated $27K.
Waverly Advisors first reported a position in Patterson-UTI in Q3 2013 and held it in 1 quarter.
Waverly Advisors's Patterson-UTI position peaked at $27K in Q3 2013.
274 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2013.

Based on Waverly Advisors's 13F filing for Q4 2013, filed 27 Jan 2014.