SW
PCP

SVB Wealth’s PRECISION CASTPARTS CORP PCP Stock Holding History

SVB Wealth’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
Q2 		– Sell
-956
Closed -$201K – 596
2015
Q1 		$201K Sell
956
-3,926
-80% -$833K 0.01% 532
2014
Q4 		$1.18M Buy
+4,882
New +$1.13M 0.04% 291

Other funds holding PCP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Soroban Capital Partners
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

SVB Wealth's PCP Position: Q2 2015 in Review

SVB Wealth sold out of PRECISION CASTPARTS CORP (PCP) in Q2 2015, closing a stake of 956 shares — an estimated $201K sold.

SVB Wealth first reported a position in PCP in Q4 2014 and held it in 2 quarters. The position peaked at $1.18M in Q4 2014. 706 funds tracked by Wall St. Rank hold PCP as of Q2 2015.

  • SVB Wealth reported no remaining PRECISION CASTPARTS CORP position as of Q2 2015 after selling out during the quarter.
  • SVB Wealth sold 956 PRECISION CASTPARTS CORP shares in Q2 2015, an estimated $201K.
  • SVB Wealth first reported a position in PRECISION CASTPARTS CORP in Q4 2014 and held it in 2 quarters.
  • SVB Wealth's PRECISION CASTPARTS CORP position peaked at $1.18M in Q4 2014.
  • 706 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q2 2015.

Based on SVB Wealth's 13F filing for Q2 2015, filed 13 Aug 2015.