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Bell & Brown Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

Bell & Brown Wealth 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
2019
Q3 		– Sell
-30,836
Closed -$358K – 83
2019
Q2 		$358K Sell
30,836
-364
-1% -$4.24K 0.32% 67
2019
Q1 		$402K Sell
31,200
-1,552
-5% -$18.8K 0.37% 67
2018
Q4 		$338K Sell
32,752
-8,564
-21% -$99.9K 0.36% 67
2018
Q3 		$481K Buy
41,316
+2,619
+7% +$39.6K 0.45% 67
2018
Q2 		$668K Buy
38,697
+4,996
+15% +$84.7K 0.66% 58
2018
Q1 		$510K Sell
33,701
-417
-1% -$7.83K 0.54% 67
2017
Q4 		$647K Buy
+34,118
New +$515K 0.67% 59

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bell & Brown Wealth Advisors's FCX Position: Q3 2019 in Review

Bell & Brown Wealth Advisors sold out of Freeport-McMoran (FCX) in Q3 2019, closing a stake of 30,836 shares — an estimated $358K sold.

Bell & Brown Wealth Advisors first reported a position in FCX in Q4 2017 and held it in 7 quarters. The position peaked at $668K in Q2 2018. 659 funds tracked by Wall St. Rank hold FCX as of Q3 2019.

  • Bell & Brown Wealth Advisors reported no remaining Freeport-McMoran position as of Q3 2019 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 30,836 Freeport-McMoran shares in Q3 2019, an estimated $358K.
  • Bell & Brown Wealth Advisors first reported a position in Freeport-McMoran in Q4 2017 and held it in 7 quarters.
  • Bell & Brown Wealth Advisors's Freeport-McMoran position peaked at $668K in Q2 2018.
  • 659 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2019.

Based on Bell & Brown Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.