WAS
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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

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JP Morgan Chase
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Dimensional Fund Advisors
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Point72 Asset Management
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State Street
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Ameriprise
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PP
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