IWMPD
PCP

Integrated Wealth Management (Palm Desert)’s PRECISION CASTPARTS CORP PCP Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-35
Closed -$8K – 1402
2015
Q4 		$8K Sell
35
-1,517
-98% -$351K ﹤0.01% 846
2015
Q3 		$357K Buy
1,552
+35
+2% +$7.51K 0.16% 122
2015
Q2 		$303K Sell
1,517
-27
-2% -$5.67K 0.12% 140
2015
Q1 		$324K Buy
+1,544
New +$328K 0.14% 131

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

Integrated Wealth Management (Palm Desert)'s PCP Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of PRECISION CASTPARTS CORP (PCP) in Q1 2016, closing a stake of 35 shares — an estimated $8K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PCP in Q1 2015 and held it in 4 quarters. The position peaked at $357K in Q3 2015. 5 funds tracked by Wall St. Rank hold PCP as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining PRECISION CASTPARTS CORP position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 35 PRECISION CASTPARTS CORP shares in Q1 2016, an estimated $8K.
  • Integrated Wealth Management (Palm Desert) first reported a position in PRECISION CASTPARTS CORP in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s PRECISION CASTPARTS CORP position peaked at $357K in Q3 2015.
  • 5 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.