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Catawba Capital Management’s Freeport-McMoran FCX Stock Holding History

Catawba Capital Management’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
Q4 		– Sell
-16,702
Closed -$545K – 247
2014
Q3 		$545K Sell
16,702
-600
-3% -$21.8K 0.13% 152
2014
Q2 		$632K Sell
17,302
-200
-1% -$6.85K 0.14% 144
2014
Q1 		$579K Hold
17,502
– – 0.14% 145
2013
Q4 		$661K Sell
17,502
-5,684
-25% -$202K 0.16% 126
2013
Q3 		$767K Buy
23,186
+1,300
+6% +$39.7K 0.2% 109
2013
Q2 		$604K Buy
+21,886
New +$668K 0.17% 126

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Catawba Capital Management's FCX Position: Q4 2014 in Review

Catawba Capital Management sold out of Freeport-McMoran (FCX) in Q4 2014, closing a stake of 16,702 shares — an estimated $545K sold.

Catawba Capital Management first reported a position in FCX in Q2 2013 and held it in 6 quarters. The position peaked at $767K in Q3 2013. 860 funds tracked by Wall St. Rank hold FCX as of Q4 2014.

  • Catawba Capital Management reported no remaining Freeport-McMoran position as of Q4 2014 after selling out during the quarter.
  • Catawba Capital Management sold 16,702 Freeport-McMoran shares in Q4 2014, an estimated $545K.
  • Catawba Capital Management first reported a position in Freeport-McMoran in Q2 2013 and held it in 6 quarters.
  • Catawba Capital Management's Freeport-McMoran position peaked at $767K in Q3 2013.
  • 860 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2014.

Based on Catawba Capital Management's 13F filing for Q4 2014, filed 8 Jan 2015.