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Advisor Group’s Southern Copper SCCO Stock Holding History

Advisor Group’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$166K Sell
4,209
-519
-11% -$18.1K ﹤0.01% 2537
2019
Q3 		$150K Sell
4,728
-5,481
-54% -$174K ﹤0.01% 2553
2019
Q2 		$368K Buy
10,209
+1,725
+20% +$60K ﹤0.01% 1835
2019
Q1 		$312K Buy
8,484
+3,820
+82% +$122K ﹤0.01% 1944
2018
Q4 		$133K Buy
4,664
+228
+5% +$7.7K ﹤0.01% 2406
2018
Q3 		$178K Buy
4,436
+708
+19% +$29.1K ﹤0.01% 2267
2018
Q2 		$162K Sell
3,728
-2,304
-38% -$111K ﹤0.01% 2143
2018
Q1 		$304K Buy
6,032
+2,087
+53% +$98.9K ﹤0.01% 1684
2017
Q4 		$173K Sell
3,945
-397
-9% -$16K ﹤0.01% 2130
2017
Q3 		$160K Buy
4,342
+359
+9% +$13K ﹤0.01% 2030
2017
Q2 		$128K Sell
3,983
-445
-10% -$14.4K ﹤0.01% 2106
2017
Q1 		$147K Sell
4,428
-161
-4% -$5.45K ﹤0.01% 1883
2016
Q4 		$135K Buy
4,589
+505
+12% +$14.2K ﹤0.01% 1861
2016
Q3 		$100K Sell
4,084
-98
-2% -$2.37K ﹤0.01% 2003
2016
Q2 		$103K Buy
+4,182
New +$106K ﹤0.01% 1913

Other funds holding SCCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Advisor Group's SCCO Position: Q4 2019 in Review

Advisor Group reduced its Southern Copper (SCCO) stake by 11% in Q4 2019, selling an estimated $18.1K and leaving 4,209 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Advisor Group first reported a position in SCCO in Q2 2016 and has held it in 15 quarters since. The position peaked at $368K in Q2 2019. 294 funds tracked by Wall St. Rank hold SCCO as of Q4 2019.

  • Advisor Group held 4,209 shares of Southern Copper worth $166K as of Q4 2019.
  • Advisor Group sold 519 Southern Copper shares in Q4 2019, an estimated $18.1K.
  • Southern Copper made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2537 holding.
  • Advisor Group first reported a position in Southern Copper in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Southern Copper position peaked at $368K in Q2 2019.
  • 294 funds tracked by Wall St. Rank held Southern Copper as of Q4 2019.

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