OIA
PDCO

OneDigital Investment Advisors’s Patterson Companies, Inc. PDCO Stock Holding History

OneDigital Investment 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
2018
Q3 		– Sell
-700
Closed -$16K – 1298
2018
Q2 		$16K Buy
700
+300
+75% +$6.76K ﹤0.01% 904
2018
Q1 		$9K Buy
+400
New +$12.4K ﹤0.01% 1062
2017
Q3 		– Sell
-402
Closed -$19K – 1185
2017
Q2 		$19K Buy
+402
New +$18.1K 0.01% 769

Other funds holding PDCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

OneDigital Investment Advisors's PDCO Position: Q3 2018 in Review

OneDigital Investment Advisors sold out of Patterson Companies, Inc. (PDCO) in Q3 2018, closing a stake of 700 shares — an estimated $16K sold.

OneDigital Investment Advisors first reported a position in PDCO in Q2 2017 and held it in 3 quarters. The position peaked at $19K in Q2 2017. 337 funds tracked by Wall St. Rank hold PDCO as of Q3 2018.

  • OneDigital Investment Advisors reported no remaining Patterson Companies, Inc. position as of Q3 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 700 Patterson Companies, Inc. shares in Q3 2018, an estimated $16K.
  • OneDigital Investment Advisors first reported a position in Patterson Companies, Inc. in Q2 2017 and held it in 3 quarters.
  • OneDigital Investment Advisors's Patterson Companies, Inc. position peaked at $19K in Q2 2017.
  • 337 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q3 2018.

Based on OneDigital Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.