PMFA
PCP

Plante Moran Financial Advisors’s PRECISION CASTPARTS CORP PCP Stock Holding History

Plante Moran Financial 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
-158
Closed -$37K – 1150
2015
Q4 		$37K Hold
158
– – 0.03% 350
2015
Q3 		$36K Sell
158
-65
-29% -$14K 0.03% 312
2015
Q2 		$45K Sell
223
-2
-0.9% -$420 0.03% 318
2015
Q1 		$47K Sell
225
-265
-54% -$56.2K 0.03% 295
2014
Q4 		$118K Buy
490
+229
+88% +$52.9K 0.09% 168
2014
Q3 		$62K Sell
261
-66
-20% -$16K 0.05% 225
2014
Q2 		$83K Buy
+327
New +$83.6K 0.07% 167
2014
Q1 		– Sell
-7
Closed -$2K – 744
2013
Q4 		$2K Hold
7
– – ﹤0.01% 644
2013
Q3 		$2K Buy
+7
New +$1.58K ﹤0.01% 583

Other funds holding PCP

SAMT
Select Asset Management & Trust Mechanicsburg, Pennsylvania $347M AUM 21.34% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 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

Plante Moran Financial Advisors's PCP Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of PRECISION CASTPARTS CORP (PCP) in Q1 2016, closing a stake of 158 shares — an estimated $37K sold.

Plante Moran Financial Advisors first reported a position in PCP in Q3 2013 and held it in 9 quarters. The position peaked at $118K in Q4 2014. 5 funds tracked by Wall St. Rank hold PCP as of Q1 2016.

  • Plante Moran Financial Advisors reported no remaining PRECISION CASTPARTS CORP position as of Q1 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 158 PRECISION CASTPARTS CORP shares in Q1 2016, an estimated $37K.
  • Plante Moran Financial Advisors first reported a position in PRECISION CASTPARTS CORP in Q3 2013 and held it in 9 quarters.
  • Plante Moran Financial Advisors's PRECISION CASTPARTS CORP position peaked at $118K in Q4 2014.
  • 5 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.