EWM
PCP

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

Evercore 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
-4,649
Closed -$1.08M – 1056
2015
Q4 		$1.08M Buy
4,649
+376
+9% +$86.9K 0.05% 177
2015
Q3 		$983K Sell
4,273
-884
-17% -$190K 0.05% 181
2015
Q2 		$1.03M Sell
5,157
-55,025
-91% -$11.6M 0.05% 196
2015
Q1 		$12.7M Buy
60,182
+4,031
+7% +$855K 0.58% 53
2014
Q4 		$13.5M Sell
56,151
-9,636
-15% -$2.22M 0.67% 49
2014
Q3 		$15.6M Buy
65,787
+12,109
+23% +$2.94M 0.78% 46
2014
Q2 		$13.5M Buy
53,678
+22,694
+73% +$5.8M 0.7% 50
2014
Q1 		$7.84M Buy
30,984
+27,428
+771% +$7.1M 0.44% 69
2013
Q4 		$959K Buy
3,556
+1,446
+69% +$364K 0.05% 196
2013
Q3 		$479K Sell
2,110
-852
-29% -$192K 0.03% 280
2013
Q2 		$669K Buy
+2,962
New +$600K 0.04% 248

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

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

Evercore Wealth Management sold out of PRECISION CASTPARTS CORP (PCP) in Q1 2016, closing a stake of 4,649 shares — an estimated $1.08M sold.

Evercore Wealth Management first reported a position in PCP in Q2 2013 and held it in 11 quarters. The position peaked at $15.6M in Q3 2014. 5 funds tracked by Wall St. Rank hold PCP as of Q1 2016.

  • Evercore Wealth Management reported no remaining PRECISION CASTPARTS CORP position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 4,649 PRECISION CASTPARTS CORP shares in Q1 2016, an estimated $1.08M.
  • Evercore Wealth Management first reported a position in PRECISION CASTPARTS CORP in Q2 2013 and held it in 11 quarters.
  • Evercore Wealth Management's PRECISION CASTPARTS CORP position peaked at $15.6M in Q3 2014.
  • 5 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.