Financial Architects (New Jersey)’s Southern Copper SCCO Stock Holding History

Financial Architects (New Jersey)’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
2020 Q2	–	Sell	-327	Closed	-$8K	–	902
2020 Q1	$8K	Hold	327	–	–	﹤0.01%	656
2019 Q4	$13K	Hold	327	–	–	﹤0.01%	638
2019 Q3	$10K	Hold	327	–	–	﹤0.01%	731
2019 Q2	$12K	Buy	+327	New	+$11.2K	﹤0.01%	857
2018 Q1	–	Sell	-109	Closed	-$5K	–	1567
2017 Q4	$5K	Sell	109 -109	-50%	-$4.33K	﹤0.01%	1298
2017 Q3	$8K	Buy	218 +85	+64%	+$3.04K	﹤0.01%	1191
2017 Q2	$4K	Sell	133 -578	-81%	-$18.5K	﹤0.01%	1351
2017 Q1	$23K	Sell	711 -4,311	-86%	-$144K	﹤0.01%	900
2016 Q4	$147K	Sell	5,022 -5,185	-51%	-$144K	0.03%	309
2016 Q3	$246K	Hold	10,207	–	–	0.07%	218
2016 Q2	$252K	Buy	+10,207	New	+$255K	0.07%	198
2013 Q4	–	Sell	-699	Closed	-$18K	–	477
2013 Q3	$18K	Buy	+699	New	+$17.9K	0.01%	413

Other funds holding SCCO

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ashmore Group London, United Kingdom $773M AUM 50.56% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Financial Architects (New Jersey)'s SCCO Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Southern Copper (SCCO) in Q2 2020, closing a stake of 327 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in SCCO in Q3 2013 and held it in 12 quarters. The position peaked at $252K in Q2 2016. 295 funds tracked by Wall St. Rank hold SCCO as of Q2 2020.

Financial Architects (New Jersey) reported no remaining Southern Copper position as of Q2 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 327 Southern Copper shares in Q2 2020, an estimated $8K.
Financial Architects (New Jersey) first reported a position in Southern Copper in Q3 2013 and held it in 12 quarters.
Financial Architects (New Jersey)'s Southern Copper position peaked at $252K in Q2 2016.
295 funds tracked by Wall St. Rank held Southern Copper as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.