LPT
PCP

Legacy Private Trust’s PRECISION CASTPARTS CORP PCP Stock Holding History

Legacy Private Trust’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
Q1 		– Sell
-900
Closed -$217K – 267
2014
Q4 		$217K Sell
900
-230
-20% -$53.1K 0.03% 246
2014
Q3 		$268K Hold
1,130
– – 0.04% 218
2014
Q2 		$285K Buy
+1,130
New +$289K 0.04% 215

Other funds holding PCP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Legacy Private Trust's PCP Position: Q1 2015 in Review

Legacy Private Trust sold out of PRECISION CASTPARTS CORP (PCP) in Q1 2015, closing a stake of 900 shares — an estimated $217K sold.

Legacy Private Trust first reported a position in PCP in Q2 2014 and held it in 3 quarters. The position peaked at $285K in Q2 2014. 644 funds tracked by Wall St. Rank hold PCP as of Q1 2015.

  • Legacy Private Trust reported no remaining PRECISION CASTPARTS CORP position as of Q1 2015 after selling out during the quarter.
  • Legacy Private Trust sold 900 PRECISION CASTPARTS CORP shares in Q1 2015, an estimated $217K.
  • Legacy Private Trust first reported a position in PRECISION CASTPARTS CORP in Q2 2014 and held it in 3 quarters.
  • Legacy Private Trust's PRECISION CASTPARTS CORP position peaked at $285K in Q2 2014.
  • 644 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2015.

Based on Legacy Private Trust's 13F filing for Q1 2015, filed 13 Apr 2015.