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

WFG 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
2017 Q2	$2K	Hold	43	–	–	﹤0.01%	1438
2017 Q1	$2K	Hold	43	–	–	﹤0.01%	1357
2016 Q4	$2K	Buy	43 +1	+2%	+$43	﹤0.01%	1431
2016 Q3	$2K	Hold	42	–	–	﹤0.01%	1417
2016 Q2	$2K	Hold	42	–	–	﹤0.01%	1397
2016 Q1	$2K	Hold	42	–	–	﹤0.01%	1360
2015 Q4	$2K	Buy	42 +1	+2%	+$46	﹤0.01%	1394
2015 Q3	$2K	Hold	41	–	–	﹤0.01%	1442
2015 Q2	$2K	Hold	41	–	–	﹤0.01%	1506
2015 Q1	$2K	Hold	41	–	–	﹤0.01%	1574
2014 Q4	$2K	Hold	41	–	–	﹤0.01%	1886
2014 Q3	$2K	Hold	41	–	–	﹤0.01%	1907
2014 Q2	$2K	Buy	41 +1	+3%	+$40	﹤0.01%	1848
2014 Q1	$2K	Hold	40	–	–	﹤0.01%	1831
2013 Q4	$2K	Buy	+40	New	+$1.66K	﹤0.01%	1997

Other funds holding PDCO

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return