JWM
PCP

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

Jacobus 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
2014
Q1 		– Sell
-459
Closed -$124K – 329
2013
Q4 		$124K Buy
+459
New +$115K 0.04% 266

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

Jacobus Wealth Management's PCP Position: Q1 2014 in Review

Jacobus Wealth Management sold out of PRECISION CASTPARTS CORP (PCP) in Q1 2014, closing a stake of 459 shares — an estimated $124K sold.

Jacobus Wealth Management first reported a position in PCP in Q4 2013 and held it in 1 quarter. The position peaked at $124K in Q4 2013. 667 funds tracked by Wall St. Rank hold PCP as of Q1 2014.

  • Jacobus Wealth Management reported no remaining PRECISION CASTPARTS CORP position as of Q1 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 459 PRECISION CASTPARTS CORP shares in Q1 2014, an estimated $124K.
  • Jacobus Wealth Management first reported a position in PRECISION CASTPARTS CORP in Q4 2013 and held it in 1 quarter.
  • Jacobus Wealth Management's PRECISION CASTPARTS CORP position peaked at $124K in Q4 2013.
  • 667 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2014.

Based on Jacobus Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.