WA
PCP

Waverly Advisors’s PRECISION CASTPARTS CORP PCP Stock Holding History

Waverly 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
2015
Q2 		– Sell
-84
Closed -$18K – 431
2015
Q1 		$18K Buy
+84
New +$17.8K 0.01% 208
2014
Q4 		– Sell
-69
Closed -$16K – 759
2014
Q3 		$16K Hold
69
– – 0.01% 385
2014
Q2 		$17K Buy
69
+4
+6% +$1.02K 0.01% 358
2014
Q1 		$16K Sell
65
-6
-8% -$1.55K 0.01% 359
2013
Q4 		$19K Buy
+71
New +$17.9K 0.01% 468

Other funds holding PCP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Waverly Advisors's PCP Position: Q2 2015 in Review

Waverly Advisors sold out of PRECISION CASTPARTS CORP (PCP) in Q2 2015, closing a stake of 84 shares — an estimated $18K sold.

Waverly Advisors first reported a position in PCP in Q4 2013 and held it in 5 quarters. The position peaked at $19K in Q4 2013. 706 funds tracked by Wall St. Rank hold PCP as of Q2 2015.

  • Waverly Advisors reported no remaining PRECISION CASTPARTS CORP position as of Q2 2015 after selling out during the quarter.
  • Waverly Advisors sold 84 PRECISION CASTPARTS CORP shares in Q2 2015, an estimated $18K.
  • Waverly Advisors first reported a position in PRECISION CASTPARTS CORP in Q4 2013 and held it in 5 quarters.
  • Waverly Advisors's PRECISION CASTPARTS CORP position peaked at $19K in Q4 2013.
  • 706 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q2 2015.

Based on Waverly Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.