AA
FCX icon

Alta Advisers’s Freeport-McMoran FCX Stock Holding History

Alta Advisers’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
2015
Q1 		– Sell
-17,779
Closed -$415K – 16
2014
Q4 		$415K Hold
17,779
– – 0.2% 39
2014
Q3 		$580K Hold
17,779
– – 0.25% 47
2014
Q2 		$649K Sell
17,779
-360,462
-95% -$12.3M 0.23% 49
2014
Q1 		$12.5M Buy
378,241
+10,552
+3% +$351K 4.19% 1
2013
Q4 		$13.9M Hold
367,689
– – 4.91% 1
2013
Q3 		$12.2M Sell
367,689
-26,315
-7% -$804K 4.29% 4
2013
Q2 		$10.9M Buy
+394,004
New +$12M 4.25% 2

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Alta Advisers's FCX Position: Q1 2015 in Review

Alta Advisers sold out of Freeport-McMoran (FCX) in Q1 2015, closing a stake of 17,779 shares — an estimated $415K sold.

Alta Advisers first reported a position in FCX in Q2 2013 and held it in 7 quarters. The position peaked at $13.9M in Q4 2013. 774 funds tracked by Wall St. Rank hold FCX as of Q1 2015.

  • Alta Advisers reported no remaining Freeport-McMoran position as of Q1 2015 after selling out during the quarter.
  • Alta Advisers sold 17,779 Freeport-McMoran shares in Q1 2015, an estimated $415K.
  • Alta Advisers first reported a position in Freeport-McMoran in Q2 2013 and held it in 7 quarters.
  • Alta Advisers's Freeport-McMoran position peaked at $13.9M in Q4 2013.
  • 774 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2015.

Based on Alta Advisers's 13F filing for Q1 2015, filed 27 Apr 2015.