FGC
PDCO

Financial Gravity Companies’s Patterson Companies, Inc. PDCO Stock Holding History

Financial Gravity Companies’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 		$0 Buy
+12
New +$280 ﹤0.01% 1544
2018
Q1 		$44K Buy
1,911
+565
+42% +$17.6K 0.05% 347
2017
Q4 		$48K Buy
+1,346
New +$49.1K 0.06% 295

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

Financial Gravity Companies's PDCO Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Patterson Companies, Inc. (PDCO) in Q4 2018: 12 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1544 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PDCO as recently as Q1 2018.

Financial Gravity Companies first reported a position in PDCO in Q4 2017 and has held it in 3 quarters since. The position peaked at $48K in Q4 2017. 314 funds tracked by Wall St. Rank hold PDCO as of Q4 2018.

  • Financial Gravity Companies held 12 shares of Patterson Companies, Inc. worth $0 as of Q4 2018.
  • Patterson Companies, Inc. was a new Financial Gravity Companies position in Q4 2018.
  • Patterson Companies, Inc. made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1544 holding.
  • Financial Gravity Companies first reported a position in Patterson Companies, Inc. in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Patterson Companies, Inc. position peaked at $48K in Q4 2017.
  • 314 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.