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Aris Wealth Services’s Freeport-McMoran FCX Stock Holding History

Aris Wealth Services’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
Q3 		– Sell
-27,869
Closed -$519K – 422
2015
Q2 		$519K Sell
27,869
-117
-0.4% -$2.42K 0.48% 76
2015
Q1 		$530K Buy
27,986
+11,407
+69% +$226K 0.49% 71
2014
Q4 		$387K Buy
16,579
+4,283
+35% +$118K 0.43% 80
2014
Q3 		$401K Buy
12,296
+1,017
+9% +$37K 0.5% 75
2014
Q2 		$412K Buy
11,279
+1,055
+10% +$36.1K 0.54% 72
2014
Q1 		$338K Buy
10,224
+476
+5% +$15.8K 0.5% 73
2013
Q4 		$368K Buy
9,748
+893
+10% +$31.7K 0.62% 61
2013
Q3 		$293K Buy
8,855
+1,154
+15% +$35.3K 0.54% 68
2013
Q2 		$213K Buy
+7,701
New +$235K 0.46% 65

Other funds holding FCX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Aris Wealth Services's FCX Position: Q3 2015 in Review

Aris Wealth Services sold out of Freeport-McMoran (FCX) in Q3 2015, closing a stake of 27,869 shares — an estimated $519K sold.

Aris Wealth Services first reported a position in FCX in Q2 2013 and held it in 9 quarters. The position peaked at $530K in Q1 2015. 717 funds tracked by Wall St. Rank hold FCX as of Q3 2015.

  • Aris Wealth Services reported no remaining Freeport-McMoran position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 27,869 Freeport-McMoran shares in Q3 2015, an estimated $519K.
  • Aris Wealth Services first reported a position in Freeport-McMoran in Q2 2013 and held it in 9 quarters.
  • Aris Wealth Services's Freeport-McMoran position peaked at $530K in Q1 2015.
  • 717 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.