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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 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.