WAS
PDS

Winch Advisory Services’s Precision Drilling PDS Stock Holding History

Winch Advisory Services’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
-3,639
Closed -$248K – 310
2017
Q2 		$248K Buy
3,639
+1,009
+38% +$78.2K 0.16% 73
2017
Q1 		$248K Buy
2,630
+1,086
+70% +$114K 0.16% 74
2016
Q4 		$168K Buy
+1,544
New +$152K 0.12% 72

Other funds holding PDS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Winch Advisory Services's PDS Position: Q3 2017 in Review

Winch Advisory Services sold out of Precision Drilling (PDS) in Q3 2017, closing a stake of 3,639 shares — an estimated $248K sold.

Winch Advisory Services first reported a position in PDS in Q4 2016 and held it in 3 quarters. The position peaked at $248K in Q2 2017. 130 funds tracked by Wall St. Rank hold PDS as of Q3 2017.

  • Winch Advisory Services reported no remaining Precision Drilling position as of Q3 2017 after selling out during the quarter.
  • Winch Advisory Services sold 3,639 Precision Drilling shares in Q3 2017, an estimated $248K.
  • Winch Advisory Services first reported a position in Precision Drilling in Q4 2016 and held it in 3 quarters.
  • Winch Advisory Services's Precision Drilling position peaked at $248K in Q2 2017.
  • 130 funds tracked by Wall St. Rank held Precision Drilling as of Q3 2017.

Based on Winch Advisory Services's 13F filing for Q3 2017, filed 13 Nov 2017.