OIA
PDCO

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

Optimum 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
2019
Q2 		– Sell
-80
Closed -$2K – 1014
2019
Q1 		$2K Hold
80
– – ﹤0.01% 959
2018
Q4 		$2K Hold
80
– – ﹤0.01% 917
2018
Q3 		$2K Hold
80
– – ﹤0.01% 986
2018
Q2 		$2K Hold
80
– – ﹤0.01% 1010
2018
Q1 		$2K Buy
+80
New +$2.49K ﹤0.01% 970

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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Optimum Investment Advisors's PDCO Position: Q2 2019 in Review

Optimum Investment Advisors sold out of Patterson Companies, Inc. (PDCO) in Q2 2019, closing a stake of 80 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in PDCO in Q1 2018 and held it in 5 quarters. The position peaked at $2K in Q1 2019. 298 funds tracked by Wall St. Rank hold PDCO as of Q2 2019.

  • Optimum Investment Advisors reported no remaining Patterson Companies, Inc. position as of Q2 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 80 Patterson Companies, Inc. shares in Q2 2019, an estimated $2K.
  • Optimum Investment Advisors first reported a position in Patterson Companies, Inc. in Q1 2018 and held it in 5 quarters.
  • Optimum Investment Advisors's Patterson Companies, Inc. position peaked at $2K in Q1 2019.
  • 298 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.