LWCFA
PDCO

Loring Wolcott & Coolidge Fiduciary Advisors’s Patterson Companies, Inc. PDCO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q4 		– Sell
-1
Closed – – 889
2017
Q3 		$0 Sell
1
-38
-97% -$1.52K ﹤0.01% 917
2017
Q2 		$2K Buy
+39
New +$1.76K ﹤0.01% 629

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PDCO Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Patterson Companies, Inc. (PDCO) in Q4 2017, closing a stake of 1 share.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PDCO in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q2 2017. 394 funds tracked by Wall St. Rank hold PDCO as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Patterson Companies, Inc. position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1 Patterson Companies, Inc. share in Q4 2017.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Patterson Companies, Inc. in Q2 2017 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Patterson Companies, Inc. position peaked at $2K in Q2 2017.
  • 394 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.