UCFA
PCP

United Capital Financial Advisors’s PRECISION CASTPARTS CORP PCP Stock Holding History

United Capital 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
-2,683
Closed -$623K – 1321
2015
Q4 		$623K Buy
2,683
+1,201
+81% +$278K 0.01% 831
2015
Q3 		$340K Sell
1,482
-27,748
-95% -$5.96M ﹤0.01% 1023
2015
Q2 		$5.84M Buy
29,230
+6,851
+31% +$1.44M 0.07% 314
2015
Q1 		$4.63M Buy
22,379
+18,857
+535% +$4M 0.06% 352
2014
Q4 		$848K Sell
3,522
-173
-5% -$39.9K 0.01% 691
2014
Q3 		$875K Buy
+3,695
New +$897K 0.02% 641
2014
Q2 		– Sell
-4,287
Closed -$1.08M – 984
2014
Q1 		$1.08M Buy
4,287
+3,187
+290% +$825K 0.02% 470
2013
Q4 		$296K Sell
1,100
-2,063
-65% -$519K 0.01% 536
2013
Q3 		$719K Sell
3,163
-8,218
-72% -$1.85M 0.02% 389
2013
Q2 		$2.57M Buy
+11,381
New +$2.31M 0.07% 275

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 $1.16B AUM 28.78% 1-Year Est. Return

United Capital Financial Advisors's PCP Position: Q1 2016 in Review

United Capital Financial Advisors sold out of PRECISION CASTPARTS CORP (PCP) in Q1 2016, closing a stake of 2,683 shares — an estimated $623K sold.

United Capital Financial Advisors first reported a position in PCP in Q2 2013 and held it in 10 quarters. The position peaked at $5.84M in Q2 2015. 5 funds tracked by Wall St. Rank hold PCP as of Q1 2016.

  • United Capital Financial Advisors reported no remaining PRECISION CASTPARTS CORP position as of Q1 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,683 PRECISION CASTPARTS CORP shares in Q1 2016, an estimated $623K.
  • United Capital Financial Advisors first reported a position in PRECISION CASTPARTS CORP in Q2 2013 and held it in 10 quarters.
  • United Capital Financial Advisors's PRECISION CASTPARTS CORP position peaked at $5.84M in Q2 2015.
  • 5 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2016.

Based on United Capital Financial Advisors's 13F filing for Q1 2016, filed 11 May 2016.