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Baltimore-Washington Financial Advisors’s Freeport-McMoran FCX Stock Holding History

Baltimore-Washington Financial 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
2015
Q4 		– Sell
-120
Closed -$1K – 145
2015
Q3 		$1K Buy
+120
New +$1.44K ﹤0.01% 255
2014
Q3 		– Sell
-300
Closed -$11K – 305
2014
Q2 		$11K Buy
+300
New +$10.3K ﹤0.01% 237
2014
Q1 		– Sell
-300
Closed -$11K – 249
2013
Q4 		$11K Sell
300
-2,100
-88% -$74.4K ﹤0.01% 229
2013
Q3 		$79K Buy
+2,400
New +$73.3K 0.03% 104

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
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Baltimore-Washington Financial Advisors's FCX Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of Freeport-McMoran (FCX) in Q4 2015, closing a stake of 120 shares — an estimated $1K sold.

Baltimore-Washington Financial Advisors first reported a position in FCX in Q3 2013 and held it in 4 quarters. The position peaked at $79K in Q3 2013. 700 funds tracked by Wall St. Rank hold FCX as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining Freeport-McMoran position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 120 Freeport-McMoran shares in Q4 2015, an estimated $1K.
  • Baltimore-Washington Financial Advisors first reported a position in Freeport-McMoran in Q3 2013 and held it in 4 quarters.
  • Baltimore-Washington Financial Advisors's Freeport-McMoran position peaked at $79K in Q3 2013.
  • 700 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.