W
PCP

Wealthfront’s PRECISION CASTPARTS CORP PCP Stock Holding History

Wealthfront’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
-3,065
Closed -$711K – 371
2015
Q4 		$711K Buy
3,065
+92
+3% +$21.3K 0.03% 106
2015
Q3 		$683K Buy
2,973
+2,297
+340% +$493K 0.03% 105
2015
Q2 		$135K Buy
676
+177
+35% +$37.2K 0.01% 347
2015
Q1 		$105K Sell
499
-260
-34% -$55.2K 0.01% 374
2014
Q4 		$183K Buy
759
+136
+22% +$31.4K 0.01% 234
2014
Q3 		$148K Buy
623
+332
+114% +$80.6K 0.01% 207
2014
Q2 		$74K Buy
291
+124
+74% +$31.7K 0.01% 285
2014
Q1 		$43K Buy
+167
New +$43.2K 0.01% 302

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

Wealthfront's PCP Position: Q1 2016 in Review

Wealthfront sold out of PRECISION CASTPARTS CORP (PCP) in Q1 2016, closing a stake of 3,065 shares — an estimated $711K sold.

Wealthfront first reported a position in PCP in Q1 2014 and held it in 8 quarters. The position peaked at $711K in Q4 2015. 5 funds tracked by Wall St. Rank hold PCP as of Q1 2016.

  • Wealthfront reported no remaining PRECISION CASTPARTS CORP position as of Q1 2016 after selling out during the quarter.
  • Wealthfront sold 3,065 PRECISION CASTPARTS CORP shares in Q1 2016, an estimated $711K.
  • Wealthfront first reported a position in PRECISION CASTPARTS CORP in Q1 2014 and held it in 8 quarters.
  • Wealthfront's PRECISION CASTPARTS CORP position peaked at $711K in Q4 2015.
  • 5 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2016.

Based on Wealthfront's 13F filing for Q1 2016, filed 18 May 2016.