RWG
PDCO

Regal Wealth Group’s Patterson Companies, Inc. PDCO Stock Holding History

Regal Wealth Group’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
2016
Q4 		– Sell
-48
Closed -$2K – 189
2016
Q3 		$2K Hold
48
– – ﹤0.01% 185
2016
Q2 		$2K Hold
48
– – ﹤0.01% 195
2016
Q1 		$2K Hold
48
– – ﹤0.01% 176
2015
Q4 		$2K Buy
+48
New +$2.21K ﹤0.01% 172

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 $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Regal Wealth Group's PDCO Position: Q4 2016 in Review

Regal Wealth Group sold out of Patterson Companies, Inc. (PDCO) in Q4 2016, closing a stake of 48 shares — an estimated $2K sold.

Regal Wealth Group first reported a position in PDCO in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 401 funds tracked by Wall St. Rank hold PDCO as of Q4 2016.

  • Regal Wealth Group reported no remaining Patterson Companies, Inc. position as of Q4 2016 after selling out during the quarter.
  • Regal Wealth Group sold 48 Patterson Companies, Inc. shares in Q4 2016, an estimated $2K.
  • Regal Wealth Group first reported a position in Patterson Companies, Inc. in Q4 2015 and held it in 4 quarters.
  • Regal Wealth Group's Patterson Companies, Inc. position peaked at $2K in Q3 2016.
  • 401 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q4 2016.

Based on Regal Wealth Group's 13F filing for Q4 2016, filed 9 Aug 2017.