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Financial Advisory Group’s Freeport-McMoran FCX Stock Holding History

Financial Advisory Group’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
Q1 		– Sell
-7,815
Closed -$295K – 55
2013
Q4 		$295K Buy
7,815
+617
+9% +$21.9K 0.17% 43
2013
Q3 		$238K Buy
+7,198
New +$220K 0.15% 40

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advisory Group's FCX Position: Q1 2014 in Review

Financial Advisory Group sold out of Freeport-McMoran (FCX) in Q1 2014, closing a stake of 7,815 shares — an estimated $295K sold.

Financial Advisory Group first reported a position in FCX in Q3 2013 and held it in 2 quarters. The position peaked at $295K in Q4 2013. 938 funds tracked by Wall St. Rank hold FCX as of Q1 2014.

  • Financial Advisory Group reported no remaining Freeport-McMoran position as of Q1 2014 after selling out during the quarter.
  • Financial Advisory Group sold 7,815 Freeport-McMoran shares in Q1 2014, an estimated $295K.
  • Financial Advisory Group first reported a position in Freeport-McMoran in Q3 2013 and held it in 2 quarters.
  • Financial Advisory Group's Freeport-McMoran position peaked at $295K in Q4 2013.
  • 938 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2014.

Based on Financial Advisory Group's 13F filing for Q1 2014, filed 8 May 2014.