APP
PDCO

Avantax Planning Partners’s Patterson Companies, Inc. PDCO Stock Holding History

Avantax Planning Partners’s Portfolio PDCO Stock Details PDCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-130
Closed -$3K – 1248
2018
Q3 		$3K Buy
+130
New +$3.08K ﹤0.01% 1287
2018
Q2 		– Sell
-162
Closed -$4K – 1548
2018
Q1 		$4K Buy
+162
New +$5.04K ﹤0.01% 1457

Other funds holding PDCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Planning Partners's PDCO Position: Q4 2018 in Review

Avantax Planning Partners sold out of Patterson Companies, Inc. (PDCO) in Q4 2018, closing a stake of 130 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in PDCO in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 314 funds tracked by Wall St. Rank hold PDCO as of Q4 2018.

  • Avantax Planning Partners reported no remaining Patterson Companies, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 130 Patterson Companies, Inc. shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Patterson Companies, Inc. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Patterson Companies, Inc. position peaked at $4K in Q1 2018.
  • 314 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.