WA
PCP

WFG Advisors’s PRECISION CASTPARTS CORP PCP Stock Holding History

WFG 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
-17
Closed -$4K – 1788
2015
Q4 		$4K Hold
17
– – ﹤0.01% 1290
2015
Q3 		$4K Hold
17
– – ﹤0.01% 1336
2015
Q2 		$3K Hold
17
– – ﹤0.01% 1450
2015
Q1 		$4K Hold
17
– – ﹤0.01% 1442
2014
Q4 		$4K Hold
17
– – ﹤0.01% 1731
2014
Q3 		$4K Hold
17
– – ﹤0.01% 1749
2014
Q2 		$4K Hold
17
– – ﹤0.01% 1727
2014
Q1 		$4K Sell
17
-9
-35% -$2.33K ﹤0.01% 1699
2013
Q4 		$7K Buy
26
+15
+136% +$3.77K ﹤0.01% 1691
2013
Q3 		$3K Hold
11
– – ﹤0.01% 1894
2013
Q2 		$2K Buy
+11
New +$2.23K ﹤0.01% 1895

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

WFG Advisors's PCP Position: Q1 2016 in Review

WFG Advisors sold out of PRECISION CASTPARTS CORP (PCP) in Q1 2016, closing a stake of 17 shares — an estimated $4K sold.

WFG Advisors first reported a position in PCP in Q2 2013 and held it in 11 quarters. The position peaked at $7K in Q4 2013. 5 funds tracked by Wall St. Rank hold PCP as of Q1 2016.

  • WFG Advisors reported no remaining PRECISION CASTPARTS CORP position as of Q1 2016 after selling out during the quarter.
  • WFG Advisors sold 17 PRECISION CASTPARTS CORP shares in Q1 2016, an estimated $4K.
  • WFG Advisors first reported a position in PRECISION CASTPARTS CORP in Q2 2013 and held it in 11 quarters.
  • WFG Advisors's PRECISION CASTPARTS CORP position peaked at $7K in Q4 2013.
  • 5 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.