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

Elite 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 Q3	$3K	Buy	+318	New	+$3.66K	﹤0.01%	185
2014 Q3	–	Sell	-500	Closed	-$18.2K	–	672
2014 Q2	$18K	Hold	500	–	–	0.02%	184
2014 Q1	$17K	Sell	500 -1,591	-76%	-$52.9K	0.01%	208
2013 Q4	$79K	Buy	2,091 +1,591	+318%	+$56.4K	0.06%	116
2013 Q3	$17K	Buy	+500	New	+$15.3K	0.02%	259

Other funds holding FCX

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Elite Wealth Management's FCX Position: Q3 2016 in Review

Elite Wealth Management opened a new position in Freeport-McMoran (FCX) in Q3 2016: 318 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #185 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in FCX as recently as Q2 2014.

Elite Wealth Management first reported a position in FCX in Q3 2013 and has held it in 5 quarters since. The position peaked at $79K in Q4 2013. 656 funds tracked by Wall St. Rank hold FCX as of Q3 2016.

Elite Wealth Management held 318 shares of Freeport-McMoran worth $3K as of Q3 2016.
Freeport-McMoran was a new Elite Wealth Management position in Q3 2016.
Freeport-McMoran made up ﹤0.01% of Elite Wealth Management's portfolio in Q3 2016, its #185 holding.
Elite Wealth Management first reported a position in Freeport-McMoran in Q3 2013 and has held it in 5 quarters since.
Elite Wealth Management's Freeport-McMoran position peaked at $79K in Q4 2013.
656 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.