Advisor Group’s Freeport-McMoran FCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$1.51M Sell
114,998
-47,529
-29% -$522K 0.01% 958
2019
Q3
$1.55M Sell
162,527
-24,372
-13% -$250K 0.01% 882
2019
Q2
$2.17M Sell
186,899
-8,206
-4% -$95.5K 0.02% 722
2019
Q1
$2.52M Sell
195,105
-20,051
-9% -$243K 0.02% 637
2018
Q4
$2.22M Buy
215,156
+12,920
+6% +$151K 0.02% 599
2018
Q3
$2.81M Buy
202,236
+39,523
+24% +$597K 0.03% 525
2018
Q2
$2.81M Sell
162,713
-66,271
-29% -$1.12M 0.04% 420
2018
Q1
$4.02M Sell
228,984
-38,262
-14% -$718K 0.06% 314
2017
Q4
$5.07M Buy
267,246
+107,458
+67% +$1.62M 0.07% 256
2017
Q3
$2.24M Sell
159,788
-9,472
-6% -$133K 0.04% 465
2017
Q2
$2.03M Sell
169,260
-54,434
-24% -$661K 0.04% 477
2017
Q1
$2.99M Buy
223,694
+41,825
+23% +$601K 0.06% 330
2016
Q4
$2.4M Buy
181,869
+13,859
+8% +$177K 0.05% 373
2016
Q3
$1.82M Buy
168,010
+35,843
+27% +$412K 0.04% 433
2016
Q2
$1.47M Buy
+132,167
New +$1.46M 0.04% 473

Other funds holding FCX

Advisor Group's FCX Position: Q4 2019 in Review

Advisor Group reduced its Freeport-McMoran (FCX) stake by 29% in Q4 2019, selling an estimated $522K and leaving 114,998 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #958.

Advisor Group first reported a position in FCX in Q2 2016 and has held it in 15 quarters since. The position peaked at $5.07M in Q4 2017. 704 funds tracked by Wall St. Rank hold FCX as of Q4 2019.

  • Advisor Group held 114,998 shares of Freeport-McMoran worth $1.51M as of Q4 2019.
  • Advisor Group sold 47,529 Freeport-McMoran shares in Q4 2019, an estimated $522K.
  • Freeport-McMoran made up 0.01% of Advisor Group's portfolio in Q4 2019, its #958 holding.
  • Advisor Group first reported a position in Freeport-McMoran in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Freeport-McMoran position peaked at $5.07M in Q4 2017.
  • 704 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.