BFG
FCX icon

Beacon Financial Group’s Freeport-McMoran FCX Stock Holding History

Beacon Financial Group’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
Q1 		– Sell
-9,700
Closed -$228K – 170
2014
Q4 		$228K Sell
9,700
-8,411
-46% -$232K 0.05% 173
2014
Q3 		$586K Sell
18,111
-2,288
-11% -$83.1K 0.13% 108
2014
Q2 		$736K Buy
20,399
+1,796
+10% +$61.5K 0.16% 92
2014
Q1 		$611K Buy
18,603
+1,291
+7% +$43K 0.13% 106
2013
Q4 		$652K Buy
17,312
+3,842
+29% +$136K 0.13% 113
2013
Q3 		$450K Buy
+13,470
New +$412K 0.1% 129

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Beacon Financial Group's FCX Position: Q1 2015 in Review

Beacon Financial Group sold out of Freeport-McMoran (FCX) in Q1 2015, closing a stake of 9,700 shares — an estimated $228K sold.

Beacon Financial Group first reported a position in FCX in Q3 2013 and held it in 6 quarters. The position peaked at $736K in Q2 2014. 774 funds tracked by Wall St. Rank hold FCX as of Q1 2015.

  • Beacon Financial Group reported no remaining Freeport-McMoran position as of Q1 2015 after selling out during the quarter.
  • Beacon Financial Group sold 9,700 Freeport-McMoran shares in Q1 2015, an estimated $228K.
  • Beacon Financial Group first reported a position in Freeport-McMoran in Q3 2013 and held it in 6 quarters.
  • Beacon Financial Group's Freeport-McMoran position peaked at $736K in Q2 2014.
  • 774 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2015.

Based on Beacon Financial Group's 13F filing for Q1 2015, filed 2 Apr 2015.