Winch Advisory Services’s Patterson-UTI PTEN Stock Holding History

Winch Advisory Services’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
2018 Q1	–	Sell	-75	Closed	-$2K	–	320
2017 Q4	$2K	Sell	75 -151	-67%	-$3.13K	﹤0.01%	267
2017 Q3	$5K	Sell	226 -86,812	-100%	-$1.6M	﹤0.01%	209
2017 Q2	$1.76M	Buy	87,038 +18,329	+27%	+$399K	1.11%	27
2017 Q1	$1.67M	Buy	68,709 +10,546	+18%	+$284K	1.06%	28
2016 Q4	$1.57M	Buy	58,163 +27,159	+88%	+$671K	1.08%	29
2016 Q3	$694K	Buy	+31,004	New	+$622K	0.57%	44
2014 Q3	–	Sell	-17,811	Closed	-$622K	–	253
2014 Q2	$622K	Sell	17,811 -25,511	-59%	-$838K	0.37%	64
2014 Q1	$1.37M	Buy	+43,322	New	+$1.2M	0.87%	28

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Winch Advisory Services's PTEN Position: Q1 2018 in Review

Winch Advisory Services sold out of Patterson-UTI (PTEN) in Q1 2018, closing a stake of 75 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in PTEN in Q1 2014 and held it in 8 quarters. The position peaked at $1.76M in Q2 2017. 327 funds tracked by Wall St. Rank hold PTEN as of Q1 2018.

Winch Advisory Services reported no remaining Patterson-UTI position as of Q1 2018 after selling out during the quarter.
Winch Advisory Services sold 75 Patterson-UTI shares in Q1 2018, an estimated $2K.
Winch Advisory Services first reported a position in Patterson-UTI in Q1 2014 and held it in 8 quarters.
Winch Advisory Services's Patterson-UTI position peaked at $1.76M in Q2 2017.
327 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2018.

Based on Winch Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.