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Bartlett & Co Wealth Management’s Southern Copper SCCO Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-588
Closed -$29.2K – 768
2018
Q1 		$29.2K Buy
+588
New +$27.5K ﹤0.01% 486

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bartlett & Co Wealth Management's SCCO Position: Q2 2018 in Review

Bartlett & Co Wealth Management sold out of Southern Copper (SCCO) in Q2 2018, closing a stake of 588 shares — an estimated $29.2K sold.

Bartlett & Co Wealth Management first reported a position in SCCO in Q1 2018 and held it in 1 quarter. The position peaked at $29.2K in Q1 2018. 290 funds tracked by Wall St. Rank hold SCCO as of Q2 2018.

  • Bartlett & Co Wealth Management reported no remaining Southern Copper position as of Q2 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 588 Southern Copper shares in Q2 2018, an estimated $29.2K.
  • Bartlett & Co Wealth Management first reported a position in Southern Copper in Q1 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Southern Copper position peaked at $29.2K in Q1 2018.
  • 290 funds tracked by Wall St. Rank held Southern Copper as of Q2 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2018, filed 13 Feb 2024.