LWCFA
PCP

Loring Wolcott & Coolidge Fiduciary Advisors’s PRECISION CASTPARTS CORP PCP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2016
Q1 		– Sell
-201
Closed -$47K – 667
2015
Q4 		$47K Sell
201
-805
-80% -$186K ﹤0.01% 425
2015
Q3 		$201K Hold
1,006
– – 0.01% 273
2015
Q2 		$201K Sell
1,006
-416
-29% -$87.3K 0.01% 273
2015
Q1 		$299K Sell
1,422
-325
-19% -$69K 0.01% 251
2014
Q4 		$421K Buy
1,747
+1,080
+162% +$249K 0.01% 215
2014
Q3 		$158K Hold
667
– – ﹤0.01% 295
2014
Q2 		$168K Buy
667
+66
+11% +$16.9K ﹤0.01% 292
2014
Q1 		$152K Sell
601
-245
-29% -$63.4K ﹤0.01% 292
2013
Q4 		$228K Buy
846
+416
+97% +$105K 0.01% 245
2013
Q3 		$98K Buy
430
+30
+8% +$6.77K ﹤0.01% 314
2013
Q2 		$90K Buy
+400
New +$81.1K ﹤0.01% 331

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

Loring Wolcott & Coolidge Fiduciary Advisors's PCP Position: Q1 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of PRECISION CASTPARTS CORP (PCP) in Q1 2016, closing a stake of 201 shares — an estimated $47K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PCP in Q2 2013 and held it in 11 quarters. The position peaked at $421K in Q4 2014. 5 funds tracked by Wall St. Rank hold PCP as of Q1 2016.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining PRECISION CASTPARTS CORP position as of Q1 2016 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 201 PRECISION CASTPARTS CORP shares in Q1 2016, an estimated $47K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PRECISION CASTPARTS CORP in Q2 2013 and held it in 11 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's PRECISION CASTPARTS CORP position peaked at $421K in Q4 2014.
  • 5 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.