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Appleton Partners’s Freeport-McMoran FCX Stock Holding History

Appleton Partners’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
2014
Q4 		– Sell
-10,834
Closed -$354K – 188
2014
Q3 		$354K Buy
10,834
+110
+1% +$4K 0.08% 133
2014
Q2 		$391K Sell
10,724
-1,215
-10% -$41.6K 0.09% 132
2014
Q1 		$395K Buy
11,939
+840
+8% +$28K 0.09% 127
2013
Q4 		$419K Buy
+11,099
New +$393K 0.1% 117

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Appleton Partners's FCX Position: Q4 2014 in Review

Appleton Partners sold out of Freeport-McMoran (FCX) in Q4 2014, closing a stake of 10,834 shares — an estimated $354K sold.

Appleton Partners first reported a position in FCX in Q4 2013 and held it in 4 quarters. The position peaked at $419K in Q4 2013. 861 funds tracked by Wall St. Rank hold FCX as of Q4 2014.

  • Appleton Partners reported no remaining Freeport-McMoran position as of Q4 2014 after selling out during the quarter.
  • Appleton Partners sold 10,834 Freeport-McMoran shares in Q4 2014, an estimated $354K.
  • Appleton Partners first reported a position in Freeport-McMoran in Q4 2013 and held it in 4 quarters.
  • Appleton Partners's Freeport-McMoran position peaked at $419K in Q4 2013.
  • 861 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2014.

Based on Appleton Partners's 13F filing for Q4 2014, filed 4 Feb 2015.