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Doyle Wealth Management’s Southern Copper SCCO Stock Holding History

Doyle Wealth Management’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-331
Closed -$12K – 644
2019
Q2 		$12K Buy
+331
New +$11.4K ﹤0.01% 602
2019
Q1 		– Sell
-331
Closed -$9K – 628
2018
Q4 		$9K Buy
+331
New +$11K ﹤0.01% 646

Other funds holding SCCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Doyle Wealth Management's SCCO Position: Q3 2019 in Review

Doyle Wealth Management sold out of Southern Copper (SCCO) in Q3 2019, closing a stake of 331 shares — an estimated $12K sold.

Doyle Wealth Management first reported a position in SCCO in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2019. 263 funds tracked by Wall St. Rank hold SCCO as of Q3 2019.

  • Doyle Wealth Management reported no remaining Southern Copper position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 331 Southern Copper shares in Q3 2019, an estimated $12K.
  • Doyle Wealth Management first reported a position in Southern Copper in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Southern Copper position peaked at $12K in Q2 2019.
  • 263 funds tracked by Wall St. Rank held Southern Copper as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.