JIC
PDCO

Joel Isaacson & Co’s Patterson Companies, Inc. PDCO Stock Holding History

Joel Isaacson & Co’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
2016
Q1 		– Sell
-105
Closed -$5K – 798
2015
Q4 		$5K Buy
+105
New +$4.83K ﹤0.01% 627

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 $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Joel Isaacson & Co's PDCO Position: Q1 2016 in Review

Joel Isaacson & Co sold out of Patterson Companies, Inc. (PDCO) in Q1 2016, closing a stake of 105 shares — an estimated $5K sold.

Joel Isaacson & Co first reported a position in PDCO in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 394 funds tracked by Wall St. Rank hold PDCO as of Q1 2016.

  • Joel Isaacson & Co reported no remaining Patterson Companies, Inc. position as of Q1 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 105 Patterson Companies, Inc. shares in Q1 2016, an estimated $5K.
  • Joel Isaacson & Co first reported a position in Patterson Companies, Inc. in Q4 2015 and held it in 1 quarter.
  • Joel Isaacson & Co's Patterson Companies, Inc. position peaked at $5K in Q4 2015.
  • 394 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2016.

Based on Joel Isaacson & Co's 13F filing for Q1 2016, filed 18 Apr 2016.