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 – 745
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 $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 $1.1B AUM 30.57% 1-Year Est. Return