JWA
PCP

JFS Wealth Advisors’s PRECISION CASTPARTS CORP PCP Stock Holding History

JFS Wealth Advisors’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
2015
Q3 		– Sell
-52
Closed -$10K – 609
2015
Q2 		$10K Buy
52
+10
+24% +$2.1K 0.01% 371
2015
Q1 		$9K Sell
42
-22
-34% -$4.67K ﹤0.01% 377
2014
Q4 		$15K Buy
64
+1
+2% +$231 ﹤0.01% 328
2014
Q3 		$15K Buy
63
+7
+13% +$1.7K ﹤0.01% 299
2014
Q2 		$14K Buy
+56
New +$14.3K ﹤0.01% 300

Other funds holding PCP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

JFS Wealth Advisors's PCP Position: Q3 2015 in Review

JFS Wealth Advisors sold out of PRECISION CASTPARTS CORP (PCP) in Q3 2015, closing a stake of 52 shares — an estimated $10K sold.

JFS Wealth Advisors first reported a position in PCP in Q2 2014 and held it in 5 quarters. The position peaked at $15K in Q4 2014. 684 funds tracked by Wall St. Rank hold PCP as of Q3 2015.

  • JFS Wealth Advisors reported no remaining PRECISION CASTPARTS CORP position as of Q3 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 52 PRECISION CASTPARTS CORP shares in Q3 2015, an estimated $10K.
  • JFS Wealth Advisors first reported a position in PRECISION CASTPARTS CORP in Q2 2014 and held it in 5 quarters.
  • JFS Wealth Advisors's PRECISION CASTPARTS CORP position peaked at $15K in Q4 2014.
  • 684 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q3 2015.

Based on JFS Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.