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Concert Wealth Management’s Freeport-McMoran FCX Stock Holding History

Concert Wealth 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
2016
Q4 		– Sell
-10,557
Closed -$113K – 616
2016
Q3 		$113K Buy
10,557
+280
+3% +$3.22K 0.01% 732
2016
Q2 		$110K Buy
10,277
+140
+1% +$1.55K 0.01% 640
2016
Q1 		$104K Buy
10,137
+62
+0.6% +$436 0.01% 642
2015
Q4 		$68K Sell
10,075
-5,145
-34% -$49K 0.01% 663
2015
Q3 		$146K Buy
15,220
+277
+2% +$3.32K 0.02% 649
2015
Q2 		$275K Buy
14,943
+284
+2% +$5.86K 0.04% 537
2015
Q1 		$119K Sell
14,659
-1,284
-8% -$25.4K 0.03% 420
2014
Q4 		$371K Sell
15,943
-6,973
-30% -$192K 0.06% 389
2014
Q3 		$755K Sell
22,916
-6,800
-23% -$247K 0.1% 189
2014
Q2 		$1.01M Sell
29,716
-1,797
-6% -$61.5K 0.12% 131
2014
Q1 		$1.04M Buy
31,513
+902
+3% +$30K 0.13% 128
2013
Q4 		$1.17M Buy
30,611
+244
+0.8% +$8.65K 0.15% 113
2013
Q3 		$1.01M Sell
30,367
-3,207
-10% -$98K 0.14% 116
2013
Q2 		$936K Buy
+33,574
New +$1.02M 0.14% 112

Other funds holding FCX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concert Wealth Management's FCX Position: Q4 2016 in Review

Concert Wealth Management sold out of Freeport-McMoran (FCX) in Q4 2016, closing a stake of 10,557 shares — an estimated $113K sold.

Concert Wealth Management first reported a position in FCX in Q2 2013 and held it in 14 quarters. The position peaked at $1.17M in Q4 2013. 714 funds tracked by Wall St. Rank hold FCX as of Q4 2016.

  • Concert Wealth Management reported no remaining Freeport-McMoran position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 10,557 Freeport-McMoran shares in Q4 2016, an estimated $113K.
  • Concert Wealth Management first reported a position in Freeport-McMoran in Q2 2013 and held it in 14 quarters.
  • Concert Wealth Management's Freeport-McMoran position peaked at $1.17M in Q4 2013.
  • 714 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.