AllSquare Wealth Management’s Freeport-McMoran FCX Stock Holding History

AllSquare Wealth Management’s Portfolio FCX Stock Details FCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-200	Closed	-$3K	–	233
2017 Q1	$3K	Hold	200	–	–	﹤0.01%	317
2016 Q4	$3K	Hold	200	–	–	﹤0.01%	295
2016 Q3	$2K	Hold	200	–	–	﹤0.01%	288
2016 Q2	$2K	Hold	200	–	–	﹤0.01%	273
2016 Q1	$2K	Hold	200	–	–	﹤0.01%	277
2015 Q4	$1K	Hold	200	–	–	﹤0.01%	294
2015 Q3	$2K	Buy	200 +100	+100%	+$1.2K	﹤0.01%	286
2015 Q2	$2K	Hold	100	–	–	﹤0.01%	302
2015 Q1	$2K	Hold	100	–	–	﹤0.01%	298
2014 Q4	$2K	Buy	+100	New	+$2.76K	﹤0.01%	295

Other funds holding FCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllSquare Wealth Management's FCX Position: Q2 2017 in Review

AllSquare Wealth Management sold out of Freeport-McMoran (FCX) in Q2 2017, closing a stake of 200 shares — an estimated $3K sold.

AllSquare Wealth Management first reported a position in FCX in Q4 2014 and held it in 10 quarters. The position peaked at $3K in Q1 2017. 675 funds tracked by Wall St. Rank hold FCX as of Q2 2017.

AllSquare Wealth Management reported no remaining Freeport-McMoran position as of Q2 2017 after selling out during the quarter.
AllSquare Wealth Management sold 200 Freeport-McMoran shares in Q2 2017, an estimated $3K.
AllSquare Wealth Management first reported a position in Freeport-McMoran in Q4 2014 and held it in 10 quarters.
AllSquare Wealth Management's Freeport-McMoran position peaked at $3K in Q1 2017.
675 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2017.

Based on AllSquare Wealth Management's 13F filing for Q2 2017, filed 8 Aug 2017.