SFA
PDCO

Sequoia Financial Advisors’s Patterson Companies, Inc. PDCO Stock Holding History

Sequoia Financial 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
2014
Q2 		– Sell
-5,886
Closed -$246K – 171
2014
Q1 		$246K Buy
5,886
+325
+6% +$13.3K 0.2% 126
2013
Q4 		$229K Buy
+5,561
New +$231K 0.19% 126

Other funds holding PDCO

Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Sequoia Financial Advisors's PDCO Position: Q2 2014 in Review

Sequoia Financial Advisors sold out of Patterson Companies, Inc. (PDCO) in Q2 2014, closing a stake of 5,886 shares — an estimated $246K sold.

Sequoia Financial Advisors first reported a position in PDCO in Q4 2013 and held it in 2 quarters. The position peaked at $246K in Q1 2014. 336 funds tracked by Wall St. Rank hold PDCO as of Q2 2014.

  • Sequoia Financial Advisors reported no remaining Patterson Companies, Inc. position as of Q2 2014 after selling out during the quarter.
  • Sequoia Financial Advisors sold 5,886 Patterson Companies, Inc. shares in Q2 2014, an estimated $246K.
  • Sequoia Financial Advisors first reported a position in Patterson Companies, Inc. in Q4 2013 and held it in 2 quarters.
  • Sequoia Financial Advisors's Patterson Companies, Inc. position peaked at $246K in Q1 2014.
  • 336 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2014.

Based on Sequoia Financial Advisors's 13F filing for Q2 2014, filed 5 Aug 2014.