Boston Private Bank & Trust’s Freeport-McMoran FCX Stock Holding History

Boston Private Bank & Trust’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	$585K	Sell	30,864 -4,554	-13%	-$90.1K	0.03%	286
2014 Q4	$827K	Sell	35,418 -19,316	-35%	-$533K	0.04%	248
2014 Q3	$1.79M	Sell	54,734 -1,716	-3%	-$62.4K	0.09%	189
2014 Q2	$2.06M	Buy	56,450 +2,989	+6%	+$102K	0.1%	179
2014 Q1	$1.77M	Sell	53,461 -554	-1%	-$18.4K	0.09%	183
2013 Q4	$2.04M	Buy	54,015 +3,024	+6%	+$107K	0.1%	173
2013 Q3	$1.69M	Buy	50,991 +3,758	+8%	+$115K	0.09%	180
2013 Q2	$1.3M	Buy	+47,233	New	+$1.44M	0.08%	204

Other funds holding FCX

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Boston Private Bank & Trust's FCX Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Freeport-McMoran (FCX) stake by 13% in Q1 2015, selling an estimated $90.1K and leaving 30,864 shares worth $585K. The position accounts for 0.03% of the portfolio, ranked #286.

Boston Private Bank & Trust first reported a position in FCX in Q2 2013 and has held it in 8 quarters since. The position peaked at $2.06M in Q2 2014. 775 funds tracked by Wall St. Rank hold FCX as of Q1 2015.

Boston Private Bank & Trust held 30,864 shares of Freeport-McMoran worth $585K as of Q1 2015.
Boston Private Bank & Trust sold 4,554 Freeport-McMoran shares in Q1 2015, an estimated $90.1K.
Freeport-McMoran made up 0.03% of Boston Private Bank & Trust's portfolio in Q1 2015, its #286 holding.
Boston Private Bank & Trust first reported a position in Freeport-McMoran in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Freeport-McMoran position peaked at $2.06M in Q2 2014.
775 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.