CapWealth Advisors’s Freeport-McMoran FCX Stock Holding History

CapWealth 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
2013 Q3	–	Sell	-2,000	Closed	-$55K	–	444
2013 Q2	$55K	Buy	+2,000	New	+$61K	0.02%	141

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

CapWealth Advisors's FCX Position: Q3 2013 in Review

CapWealth Advisors sold out of Freeport-McMoran (FCX) in Q3 2013, closing a stake of 2,000 shares — an estimated $55K sold.

CapWealth Advisors first reported a position in FCX in Q2 2013 and held it in 1 quarter. The position peaked at $55K in Q2 2013. 902 funds tracked by Wall St. Rank hold FCX as of Q3 2013.

CapWealth Advisors reported no remaining Freeport-McMoran position as of Q3 2013 after selling out during the quarter.
CapWealth Advisors sold 2,000 Freeport-McMoran shares in Q3 2013, an estimated $55K.
CapWealth Advisors first reported a position in Freeport-McMoran in Q2 2013 and held it in 1 quarter.
CapWealth Advisors's Freeport-McMoran position peaked at $55K in Q2 2013.
902 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2013.

Based on CapWealth Advisors's 13F filing for Q3 2013, filed 13 Nov 2013.