YWP
PDCO

YorkBridge Wealth Partners’s Patterson Companies, Inc. PDCO Stock Holding History

YorkBridge Wealth Partners’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
Q4 		– Sell
-19
Closed -$1K – 914
2017
Q3 		$1K Hold
19
– – ﹤0.01% 866
2017
Q2 		$1K Hold
19
– – ﹤0.01% 856
2017
Q1 		$1K Hold
19
– – ﹤0.01% 845
2016
Q4 		$1K Buy
+19
New +$820 ﹤0.01% 861

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 $34.1B AUM 20.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

YorkBridge Wealth Partners's PDCO Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of Patterson Companies, Inc. (PDCO) in Q4 2017, closing a stake of 19 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in PDCO in Q4 2016 and held it in 4 quarters. The position peaked at $1K in Q3 2017. 394 funds tracked by Wall St. Rank hold PDCO as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining Patterson Companies, Inc. position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 19 Patterson Companies, Inc. shares in Q4 2017, an estimated $1K.
  • YorkBridge Wealth Partners first reported a position in Patterson Companies, Inc. in Q4 2016 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Patterson Companies, Inc. position peaked at $1K in Q3 2017.
  • 394 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.