Ancora Family Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

Ancora Family Wealth Advisors’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
2016 Q3	$115K	Buy	+10,577	New	+$122K	0.04%	212
2016 Q2	–	Sell	-10,677	Closed	-$110K	–	191
2016 Q1	$110K	Sell	10,677 -2,342	-18%	-$16.5K	0.04%	176
2015 Q4	$88K	Sell	13,019 -3,275	-20%	-$31.2K	0.04%	181
2015 Q3	$158K	Buy	+16,294	New	+$195K	0.07%	189

Other funds holding FCX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ancora Family Wealth Advisors's FCX Position: Q3 2016 in Review

Ancora Family Wealth Advisors opened a new position in Freeport-McMoran (FCX) in Q3 2016: 10,577 shares worth $115K. The stake represents 0.04% of the portfolio and ranks #212 among its holdings. This is a return to the name: Ancora Family Wealth Advisors previously reported a position in FCX as recently as Q1 2016.

Ancora Family Wealth Advisors first reported a position in FCX in Q3 2015 and has held it in 4 quarters since. The position peaked at $158K in Q3 2015. 657 funds tracked by Wall St. Rank hold FCX as of Q3 2016.

Ancora Family Wealth Advisors held 10,577 shares of Freeport-McMoran worth $115K as of Q3 2016.
Freeport-McMoran was a new Ancora Family Wealth Advisors position in Q3 2016.
Freeport-McMoran made up 0.04% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #212 holding.
Ancora Family Wealth Advisors first reported a position in Freeport-McMoran in Q3 2015 and has held it in 4 quarters since.
Ancora Family Wealth Advisors's Freeport-McMoran position peaked at $158K in Q3 2015.
657 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.