RIA
PDCO

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

Regal 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
2015
Q4 		– Sell
-1,750
Closed -$75K – 905
2015
Q3 		$75K Hold
1,750
– – 0.02% 389
2015
Q2 		$85K Hold
1,750
– – 0.02% 361
2015
Q1 		$85K Hold
1,750
– – 0.02% 361
2014
Q4 		$84K Hold
1,750
– – 0.02% 332
2014
Q3 		$73K Sell
1,750
-345
-16% -$13.8K 0.02% 353
2014
Q2 		$83K Hold
2,095
– – 0.03% 306
2014
Q1 		$87K Sell
2,095
-55
-3% -$2.25K 0.04% 280
2013
Q4 		$89K Buy
2,150
+1,750
+438% +$72.6K 0.05% 226
2013
Q3 		$16K Sell
400
-350
-47% -$14.2K 0.01% 516
2013
Q2 		$28K Buy
+750
New +$28.6K 0.02% 388

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Regal Investment Advisors's PDCO Position: Q4 2015 in Review

Regal Investment Advisors sold out of Patterson Companies, Inc. (PDCO) in Q4 2015, closing a stake of 1,750 shares — an estimated $75K sold.

Regal Investment Advisors first reported a position in PDCO in Q2 2013 and held it in 10 quarters. The position peaked at $89K in Q4 2013. 384 funds tracked by Wall St. Rank hold PDCO as of Q4 2015.

  • Regal Investment Advisors reported no remaining Patterson Companies, Inc. position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,750 Patterson Companies, Inc. shares in Q4 2015, an estimated $75K.
  • Regal Investment Advisors first reported a position in Patterson Companies, Inc. in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Patterson Companies, Inc. position peaked at $89K in Q4 2013.
  • 384 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.