WT
PCP

Whittier Trust’s PRECISION CASTPARTS CORP PCP Stock Holding History

Whittier Trust’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
-1,244
Closed -$288K – 1267
2015
Q4 		$288K Hold
1,244
– – 0.01% 409
2015
Q3 		$286K Hold
1,244
– – 0.01% 410
2015
Q2 		$248K Sell
1,244
-71
-5% -$14.9K 0.01% 448
2015
Q1 		$276K Buy
1,315
+103
+8% +$21.9K 0.01% 425
2014
Q4 		$292K Hold
1,212
– – 0.01% 395
2014
Q3 		$287K Hold
1,212
– – 0.01% 389
2014
Q2 		$306K Hold
1,212
– – 0.02% 381
2014
Q1 		$307K Hold
1,212
– – 0.02% 376
2013
Q4 		$327K Hold
1,212
– – 0.02% 373
2013
Q3 		$275K Hold
1,212
– – 0.01% 394
2013
Q2 		$274K Buy
+1,212
New +$246K 0.02% 388

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

Whittier Trust's PCP Position: Q1 2016 in Review

Whittier Trust sold out of PRECISION CASTPARTS CORP (PCP) in Q1 2016, closing a stake of 1,244 shares — an estimated $288K sold.

Whittier Trust first reported a position in PCP in Q2 2013 and held it in 11 quarters. The position peaked at $327K in Q4 2013. 5 funds tracked by Wall St. Rank hold PCP as of Q1 2016.

  • Whittier Trust reported no remaining PRECISION CASTPARTS CORP position as of Q1 2016 after selling out during the quarter.
  • Whittier Trust sold 1,244 PRECISION CASTPARTS CORP shares in Q1 2016, an estimated $288K.
  • Whittier Trust first reported a position in PRECISION CASTPARTS CORP in Q2 2013 and held it in 11 quarters.
  • Whittier Trust's PRECISION CASTPARTS CORP position peaked at $327K in Q4 2013.
  • 5 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2016.

Based on Whittier Trust's 13F filing for Q1 2016, filed 28 Apr 2016.