GWM
PDCO

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

Gupta 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
2015
Q4 		– Sell
-234
Closed -$10K – 1374
2015
Q3 		$10K Buy
+234
New +$11.2K ﹤0.01% 916

Other funds holding PDCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Gupta Wealth Management's PDCO Position: Q4 2015 in Review

Gupta Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q4 2015, closing a stake of 234 shares — an estimated $10K sold.

Gupta Wealth Management first reported a position in PDCO in Q3 2015 and held it in 1 quarter. The position peaked at $10K in Q3 2015. 384 funds tracked by Wall St. Rank hold PDCO as of Q4 2015.

  • Gupta Wealth Management reported no remaining Patterson Companies, Inc. position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 234 Patterson Companies, Inc. shares in Q4 2015, an estimated $10K.
  • Gupta Wealth Management first reported a position in Patterson Companies, Inc. in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Patterson Companies, Inc. position peaked at $10K in Q3 2015.
  • 384 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.