OIA
PCP

Optimum Investment Advisors’s PRECISION CASTPARTS CORP PCP Stock Holding History

Optimum Investment 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
Q1 		$281K Sell
1,340
-890
-40% -$189K 0.09% 232
2014
Q4 		$537K Hold
2,230
– – 0.17% 149
2014
Q3 		$528K Sell
2,230
-200
-8% -$48.6K 0.18% 145
2014
Q2 		$613K Hold
2,430
– – 0.2% 133
2014
Q1 		$614K Sell
2,430
-40
-2% -$10.4K 0.23% 121
2013
Q4 		$665K Sell
2,470
-200
-7% -$50.3K 0.25% 111
2013
Q3 		$607K Buy
+2,670
New +$602K 0.25% 112

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

Optimum Investment Advisors's PCP Position: Q1 2015 in Review

Optimum Investment Advisors reduced its PRECISION CASTPARTS CORP (PCP) stake by 40% in Q1 2015, selling an estimated $189K and leaving 1,340 shares worth $281K. The position accounts for 0.09% of the portfolio, ranked #232.

Optimum Investment Advisors first reported a position in PCP in Q3 2013 and has held it in 7 quarters since. The position peaked at $665K in Q4 2013. 644 funds tracked by Wall St. Rank hold PCP as of Q1 2015.

  • Optimum Investment Advisors held 1,340 shares of PRECISION CASTPARTS CORP worth $281K as of Q1 2015.
  • Optimum Investment Advisors sold 890 PRECISION CASTPARTS CORP shares in Q1 2015, an estimated $189K.
  • PRECISION CASTPARTS CORP made up 0.09% of Optimum Investment Advisors's portfolio in Q1 2015, its #232 holding.
  • Optimum Investment Advisors first reported a position in PRECISION CASTPARTS CORP in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's PRECISION CASTPARTS CORP position peaked at $665K in Q4 2013.
  • 644 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.