WA
PCP

WBH Advisory’s PRECISION CASTPARTS CORP PCP Stock Holding History

WBH Advisory’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
Q1 		– Sell
-960
Closed -$231K – 220
2014
Q4 		$231K Buy
+960
New +$222K 0.09% 183

Other funds holding PCP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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

WBH Advisory's PCP Position: Q1 2015 in Review

WBH Advisory sold out of PRECISION CASTPARTS CORP (PCP) in Q1 2015, closing a stake of 960 shares — an estimated $231K sold.

WBH Advisory first reported a position in PCP in Q4 2014 and held it in 1 quarter. The position peaked at $231K in Q4 2014. 644 funds tracked by Wall St. Rank hold PCP as of Q1 2015.

  • WBH Advisory reported no remaining PRECISION CASTPARTS CORP position as of Q1 2015 after selling out during the quarter.
  • WBH Advisory sold 960 PRECISION CASTPARTS CORP shares in Q1 2015, an estimated $231K.
  • WBH Advisory first reported a position in PRECISION CASTPARTS CORP in Q4 2014 and held it in 1 quarter.
  • WBH Advisory's PRECISION CASTPARTS CORP position peaked at $231K in Q4 2014.
  • 644 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2015.

Based on WBH Advisory's 13F filing for Q1 2015, filed 22 Apr 2015.