MCWS
PDCO

McKinley Carter Wealth Services’s Patterson Companies, Inc. PDCO Stock Holding History

McKinley Carter Wealth Services’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
2014
Q3 		– Sell
-28,051
Closed -$1.11M – 103
2014
Q2 		$1.11M Sell
28,051
-528
-2% -$21.3K 1.17% 34
2014
Q1 		$1.19M Buy
28,579
+13,564
+90% +$554K 1.3% 33
2013
Q4 		$619K Buy
+15,015
New +$623K 0.6% 51

Other funds holding PDCO

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

McKinley Carter Wealth Services's PDCO Position: Q3 2014 in Review

McKinley Carter Wealth Services sold out of Patterson Companies, Inc. (PDCO) in Q3 2014, closing a stake of 28,051 shares — an estimated $1.11M sold.

McKinley Carter Wealth Services first reported a position in PDCO in Q4 2013 and held it in 3 quarters. The position peaked at $1.19M in Q1 2014. 335 funds tracked by Wall St. Rank hold PDCO as of Q3 2014.

  • McKinley Carter Wealth Services reported no remaining Patterson Companies, Inc. position as of Q3 2014 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 28,051 Patterson Companies, Inc. shares in Q3 2014, an estimated $1.11M.
  • McKinley Carter Wealth Services first reported a position in Patterson Companies, Inc. in Q4 2013 and held it in 3 quarters.
  • McKinley Carter Wealth Services's Patterson Companies, Inc. position peaked at $1.19M in Q1 2014.
  • 335 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q3 2014.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2014, filed 22 Oct 2014.