Bolton LP’s Freeport-McMoran FCX Stock Holding History

Bolton LP’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
2014 Q1	–	Sell	-4,704	Closed	-$178K	–	195
2013 Q4	$178K	Sell	4,704 -46,516	-91%	-$1.65M	0.03%	155
2013 Q3	$1.69M	Buy	+51,220	New	+$1.57M	0.46%	46

Other funds holding FCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bolton LP's FCX Position: Q1 2014 in Review

Bolton LP sold out of Freeport-McMoran (FCX) in Q1 2014, closing a stake of 4,704 shares — an estimated $178K sold.

Bolton LP first reported a position in FCX in Q3 2013 and held it in 2 quarters. The position peaked at $1.69M in Q3 2013. 939 funds tracked by Wall St. Rank hold FCX as of Q1 2014.

Bolton LP reported no remaining Freeport-McMoran position as of Q1 2014 after selling out during the quarter.
Bolton LP sold 4,704 Freeport-McMoran shares in Q1 2014, an estimated $178K.
Bolton LP first reported a position in Freeport-McMoran in Q3 2013 and held it in 2 quarters.
Bolton LP's Freeport-McMoran position peaked at $1.69M in Q3 2013.
939 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2014.

Based on Bolton LP's 13F filing for Q1 2014, filed 15 May 2014.