Security National Trust’s PRECISION CASTPARTS CORP PCP Stock Holding History

Security National 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
2016 Q1	–	Sell	-20	Closed	-$5K	–	500
2015 Q4	$5K	Buy	+20	New	+$4.62K	﹤0.01%	418
2015 Q3	–	Sell	-100	Closed	-$20K	–	490
2015 Q2	$20K	Hold	100	–	–	0.01%	345
2015 Q1	$21K	Hold	100	–	–	0.01%	351
2014 Q4	$24K	Hold	100	–	–	0.01%	338
2014 Q3	$24K	Hold	100	–	–	0.01%	332
2014 Q2	$25K	Hold	100	–	–	0.01%	335
2014 Q1	$25K	Hold	100	–	–	0.01%	337
2013 Q4	$27K	Hold	100	–	–	0.01%	324
2013 Q3	$23K	Hold	100	–	–	0.01%	323
2013 Q2	$23K	Buy	+100	New	+$20.3K	0.01%	317

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

Security National Trust's PCP Position: Q1 2016 in Review

Security National Trust sold out of PRECISION CASTPARTS CORP (PCP) in Q1 2016, closing a stake of 20 shares — an estimated $5K sold.

Security National Trust first reported a position in PCP in Q2 2013 and held it in 10 quarters. The position peaked at $27K in Q4 2013. 5 funds tracked by Wall St. Rank hold PCP as of Q1 2016.

Security National Trust reported no remaining PRECISION CASTPARTS CORP position as of Q1 2016 after selling out during the quarter.
Security National Trust sold 20 PRECISION CASTPARTS CORP shares in Q1 2016, an estimated $5K.
Security National Trust first reported a position in PRECISION CASTPARTS CORP in Q2 2013 and held it in 10 quarters.
Security National Trust's PRECISION CASTPARTS CORP position peaked at $27K in Q4 2013.
5 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2016.

Based on Security National Trust's 13F filing for Q1 2016, filed 27 Apr 2016.