FAM
PCP

Formidable Asset Management’s PRECISION CASTPARTS CORP PCP Stock Holding History

Formidable Asset 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
-2,565
Closed -$597K – 565
2015
Q4 		$597K Sell
2,565
-50
-2% -$11.6K 0.41% 55
2015
Q3 		$600K Hold
2,615
– – 0.4% 56
2015
Q2 		$523K Hold
2,615
– – 0.33% 67
2015
Q1 		$544K Buy
+2,615
New +$555K 0.36% 63
2014
Q4 		– Sell
-2,615
Closed -$604K – 57
2014
Q3 		$587K Buy
+2,615
New +$635K 0.39% 59

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 $1.16B AUM 28.78% 1-Year Est. Return

Formidable Asset Management's PCP Position: Q1 2016 in Review

Formidable Asset Management sold out of PRECISION CASTPARTS CORP (PCP) in Q1 2016, closing a stake of 2,565 shares — an estimated $597K sold.

Formidable Asset Management first reported a position in PCP in Q3 2014 and held it in 5 quarters. The position peaked at $600K in Q3 2015. 5 funds tracked by Wall St. Rank hold PCP as of Q1 2016.

  • Formidable Asset Management reported no remaining PRECISION CASTPARTS CORP position as of Q1 2016 after selling out during the quarter.
  • Formidable Asset Management sold 2,565 PRECISION CASTPARTS CORP shares in Q1 2016, an estimated $597K.
  • Formidable Asset Management first reported a position in PRECISION CASTPARTS CORP in Q3 2014 and held it in 5 quarters.
  • Formidable Asset Management's PRECISION CASTPARTS CORP position peaked at $600K in Q3 2015.
  • 5 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2016.

Based on Formidable Asset Management's 13F filing for Q1 2016, filed 10 May 2016.