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CT Financial Advisors’s Freeport-McMoran FCX Stock Holding History

CT Financial 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
2017
Q1 		$26.3K Hold
1,968
– – 0.02% 329
2016
Q4 		$26K Hold
1,968
– – 0.02% 327
2016
Q3 		$21.4K Sell
1,968
-800
-29% -$9.2K 0.01% 342
2016
Q2 		$30.8K Hold
2,768
– – 0.02% 316
2016
Q1 		$28.6K Sell
2,768
-500
-15% -$3.51K 0.02% 341
2015
Q4 		$22.1K Sell
3,268
-798
-20% -$7.6K 0.01% 369
2015
Q3 		$39.4K Sell
4,066
-2,446
-38% -$29.3K 0.02% 312
2015
Q2 		$121K Sell
6,512
-695
-10% -$14.3K 0.07% 201
2015
Q1 		$137K Buy
7,207
+805
+13% +$15.9K 0.08% 193
2014
Q4 		$150K Buy
+6,402
New +$177K 0.11% 135
2014
Q1 		$137K Buy
+7,207
New +$240K 0.08% 193

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CT Financial Advisors's FCX Position: Q1 2017 in Review

CT Financial Advisors held its Freeport-McMoran (FCX) position steady in Q1 2017 at 1,968 shares worth $26.3K. The position accounts for 0.02% of the portfolio, ranked #329.

CT Financial Advisors first reported a position in FCX in Q1 2014 and has held it in 11 quarters since. The position peaked at $150K in Q4 2014. 718 funds tracked by Wall St. Rank hold FCX as of Q1 2017.

  • CT Financial Advisors held 1,968 shares of Freeport-McMoran worth $26.3K as of Q1 2017.
  • CT Financial Advisors left its Freeport-McMoran share count unchanged in Q1 2017.
  • Freeport-McMoran made up 0.02% of CT Financial Advisors's portfolio in Q1 2017, its #329 holding.
  • CT Financial Advisors first reported a position in Freeport-McMoran in Q1 2014 and has held it in 11 quarters since.
  • CT Financial Advisors's Freeport-McMoran position peaked at $150K in Q4 2014.
  • 718 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.