Concert Wealth Management’s PRECISION CASTPARTS CORP PCP Stock Holding History

Concert Wealth Management’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
2016 Q1	–	Sell	-1,033	Closed	-$240K	–	735
2015 Q4	$240K	Sell	1,033 -72	-7%	-$16.6K	0.03%	538
2015 Q3	$256K	Sell	1,105 -31	-3%	-$6.65K	0.03%	527
2015 Q2	$226K	Buy	+1,136	New	+$238K	0.03%	597
2015 Q1	–	Sell	-879	Closed	-$210K	–	669
2014 Q4	$210K	Buy	+879	New	+$203K	0.03%	567

Other funds holding PCP

SAMT

Select Asset Management & Trust Mechanicsburg, Pennsylvania $320M AUM 18.83% 1-Year Est. Return

MAM

Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Concert Wealth Management's PCP Position: Q1 2016 in Review

Concert Wealth Management sold out of PRECISION CASTPARTS CORP (PCP) in Q1 2016, closing a stake of 1,033 shares — an estimated $240K sold.

Concert Wealth Management first reported a position in PCP in Q4 2014 and held it in 4 quarters. The position peaked at $256K in Q3 2015. 5 funds tracked by Wall St. Rank hold PCP as of Q1 2016.

Concert Wealth Management reported no remaining PRECISION CASTPARTS CORP position as of Q1 2016 after selling out during the quarter.
Concert Wealth Management sold 1,033 PRECISION CASTPARTS CORP shares in Q1 2016, an estimated $240K.
Concert Wealth Management first reported a position in PRECISION CASTPARTS CORP in Q4 2014 and held it in 4 quarters.
Concert Wealth Management's PRECISION CASTPARTS CORP position peaked at $256K in Q3 2015.
5 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2016.

Based on Concert Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.