Wealthspire Advisors (Maryland)’s Precision Drilling PDS Stock Holding History

Wealthspire Advisors (Maryland)’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
2017 Q3	–	Sell	-3	Closed	–	–	2405
2017 Q2	$0	Buy	3 +1	+50%	+$77	﹤0.01%	2252
2017 Q1	$0	Buy	+2	New	+$210	﹤0.01%	1992
2016 Q4	–	Sell	-38	Closed	-$3K	–	1818
2016 Q3	$3K	Hold	38	–	–	﹤0.01%	1487
2016 Q2	$4K	Hold	38	–	–	﹤0.01%	1389
2016 Q1	$3K	Hold	38	–	–	﹤0.01%	1464
2015 Q4	$3K	Buy	+38	New	+$3.12K	﹤0.01%	1472

Other funds holding PDS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PDS Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Precision Drilling (PDS) in Q3 2017, closing a stake of 3 shares.

Wealthspire Advisors (Maryland) first reported a position in PDS in Q4 2015 and held it in 6 quarters. The position peaked at $4K in Q2 2016. 130 funds tracked by Wall St. Rank hold PDS as of Q3 2017.

Wealthspire Advisors (Maryland) reported no remaining Precision Drilling position as of Q3 2017 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 3 Precision Drilling shares in Q3 2017.
Wealthspire Advisors (Maryland) first reported a position in Precision Drilling in Q4 2015 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s Precision Drilling position peaked at $4K in Q2 2016.
130 funds tracked by Wall St. Rank held Precision Drilling as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.