EWM
FCX icon

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
2014
Q4 		– Sell
-90
Closed -$5K – 183
2014
Q3 		$5K Buy
+90
New +$3.27K ﹤0.01% 354

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