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

Evercore 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
2017 Q1	–	Sell	-400	Closed	-$16K	–	1047
2016 Q4	$16K	Buy	400 +322	+413%	+$13.9K	﹤0.01%	785
2016 Q3	$4K	Hold	78	–	–	﹤0.01%	968
2016 Q2	$4K	Hold	78	–	–	﹤0.01%	963
2016 Q1	$4K	Hold	78	–	–	﹤0.01%	888
2015 Q4	$4K	Buy	+78	New	+$3.59K	﹤0.01%	951
2014 Q3	–	Sell	-84	Closed	-$3K	–	1001
2014 Q2	$3K	Buy	+84	New	+$3.4K	﹤0.01%	963

Other funds holding PDCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Evercore Wealth Management's PDCO Position: Q1 2017 in Review

Evercore Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q1 2017, closing a stake of 400 shares — an estimated $16K sold.

Evercore Wealth Management first reported a position in PDCO in Q2 2014 and held it in 6 quarters. The position peaked at $16K in Q4 2016. 397 funds tracked by Wall St. Rank hold PDCO as of Q1 2017.

Evercore Wealth Management reported no remaining Patterson Companies, Inc. position as of Q1 2017 after selling out during the quarter.
Evercore Wealth Management sold 400 Patterson Companies, Inc. shares in Q1 2017, an estimated $16K.
Evercore Wealth Management first reported a position in Patterson Companies, Inc. in Q2 2014 and held it in 6 quarters.
Evercore Wealth Management's Patterson Companies, Inc. position peaked at $16K in Q4 2016.
397 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.