AWS
PCP

Aris Wealth Services’s PRECISION CASTPARTS CORP PCP Stock Holding History

Aris Wealth Services’s Portfolio PCP Stock Details PCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-606
Closed -$163K – 110
2013
Q4 		$163K Buy
606
+82
+16% +$20.6K 0.27% 87
2013
Q3 		$119K Buy
+524
New +$118K 0.22% 85

Other funds holding PCP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aris Wealth Services's PCP Position: Q1 2014 in Review

Aris Wealth Services sold out of PRECISION CASTPARTS CORP (PCP) in Q1 2014, closing a stake of 606 shares — an estimated $163K sold.

Aris Wealth Services first reported a position in PCP in Q3 2013 and held it in 2 quarters. The position peaked at $163K in Q4 2013. 667 funds tracked by Wall St. Rank hold PCP as of Q1 2014.

  • Aris Wealth Services reported no remaining PRECISION CASTPARTS CORP position as of Q1 2014 after selling out during the quarter.
  • Aris Wealth Services sold 606 PRECISION CASTPARTS CORP shares in Q1 2014, an estimated $163K.
  • Aris Wealth Services first reported a position in PRECISION CASTPARTS CORP in Q3 2013 and held it in 2 quarters.
  • Aris Wealth Services's PRECISION CASTPARTS CORP position peaked at $163K in Q4 2013.
  • 667 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2014.

Based on Aris Wealth Services's 13F filing for Q1 2014, filed 9 May 2014.