BWM
PDCO

BerganKDV Wealth Management’s Patterson Companies, Inc. PDCO Stock Holding History

BerganKDV Wealth Management’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
2019
Q2 		– Sell
-5,000
Closed -$109K – 779
2019
Q1 		$109K Buy
+5,000
New +$111K 0.02% 268

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

BerganKDV Wealth Management's PDCO Position: Q2 2019 in Review

BerganKDV Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2019, closing a stake of 5,000 shares — an estimated $109K sold.

BerganKDV Wealth Management first reported a position in PDCO in Q1 2019 and held it in 1 quarter. The position peaked at $109K in Q1 2019. 298 funds tracked by Wall St. Rank hold PDCO as of Q2 2019.

  • BerganKDV Wealth Management reported no remaining Patterson Companies, Inc. position as of Q2 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 5,000 Patterson Companies, Inc. shares in Q2 2019, an estimated $109K.
  • BerganKDV Wealth Management first reported a position in Patterson Companies, Inc. in Q1 2019 and held it in 1 quarter.
  • BerganKDV Wealth Management's Patterson Companies, Inc. position peaked at $109K in Q1 2019.
  • 298 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2019.

Based on BerganKDV Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.