Wealthspire Advisors (Maryland)’s Patterson-UTI PTEN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-452	Closed	-$6K	–	1633
2019 Q1	$6K	Sell	452 -3	-0.7%	-$39	﹤0.01%	1764
2018 Q4	$5K	Buy	455 +232	+104%	+$3.42K	﹤0.01%	1749
2018 Q3	$4K	Buy	223 +87	+64%	+$1.49K	﹤0.01%	1923
2018 Q2	$2K	Sell	136 -131	-49%	-$2.63K	﹤0.01%	2187
2018 Q1	$5K	Buy	267 +212	+385%	+$4.43K	﹤0.01%	1826
2017 Q4	$1K	Buy	55 +12	+28%	+$249	﹤0.01%	2324
2017 Q3	$1K	Sell	43 -99	-70%	-$1.82K	﹤0.01%	2132
2017 Q2	$3K	Buy	142 +124	+689%	+$2.7K	﹤0.01%	1906
2017 Q1	$0	Buy	+18	New	+$485	﹤0.01%	1997
2016 Q1	–	Sell	-84	Closed	-$1K	–	1819
2015 Q4	$1K	Buy	+84	New	+$1.29K	﹤0.01%	1644

Other funds holding PTEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PTEN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Patterson-UTI (PTEN) in Q2 2019, closing a stake of 452 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in PTEN in Q4 2015 and held it in 10 quarters. The position peaked at $6K in Q1 2019. 278 funds tracked by Wall St. Rank hold PTEN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Patterson-UTI position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 452 Patterson-UTI shares in Q2 2019, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in Patterson-UTI in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Patterson-UTI position peaked at $6K in Q1 2019.
278 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.