First Allied Advisory Services’s Freeport-McMoran FCX Stock Holding History

First Allied Advisory Services’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
2020 Q3	$452K	Buy	28,930 +2,552	+10%	+$36.8K	0.02%	749
2020 Q2	$305K	Sell	26,378 -1,342	-5%	-$12.3K	0.01%	833
2020 Q1	$187K	Sell	27,720 -9,924	-26%	-$104K	0.01%	950
2019 Q4	$491K	Sell	37,644 -7,574	-17%	-$83.2K	0.02%	718
2019 Q3	$433K	Sell	45,218 -12,401	-22%	-$127K	0.02%	731
2019 Q2	$669K	Buy	57,619 +11,782	+26%	+$137K	0.02%	587
2019 Q1	$587K	Sell	45,837 -8,265	-15%	-$100K	0.02%	623
2018 Q4	$547K	Buy	54,102 +649	+1%	+$7.57K	0.02%	585
2018 Q3	$743K	Buy	53,453 +11,433	+27%	+$173K	0.03%	567
2018 Q2	$728K	Sell	42,020 -22,654	-35%	-$384K	0.03%	549
2018 Q1	$1.14M	Buy	64,674 +5,643	+10%	+$106K	0.04%	419
2017 Q4	$1.12M	Sell	59,031 -2,521	-4%	-$38K	0.04%	417
2017 Q3	$859K	Sell	61,552 -31,454	-34%	-$442K	0.04%	453
2017 Q2	$1.11M	Buy	93,006 +2,730	+3%	+$33.1K	0.05%	391
2017 Q1	$1.23M	Buy	90,276 +14,424	+19%	+$207K	0.06%	312
2016 Q4	$1M	Sell	75,852 -41,460	-35%	-$530K	0.05%	381
2016 Q3	$1.27M	Buy	117,312 +2,824	+2%	+$32.5K	0.07%	305
2016 Q2	$1.27M	Buy	114,488 +30,764	+37%	+$341K	0.07%	289
2016 Q1	$866K	Sell	83,724 -6,691	-7%	-$47K	0.05%	396
2015 Q4	$617K	Buy	90,415 +17,671	+24%	+$168K	0.03%	503
2015 Q3	$708K	Buy	72,744 +15,467	+27%	+$186K	0.04%	452
2015 Q2	$1.08M	Buy	57,277 +8,560	+18%	+$177K	0.05%	381
2015 Q1	$933K	Buy	48,717 +167	+0.3%	+$3.3K	0.06%	366
2014 Q4	$1.14M	Sell	48,550 -4,869	-9%	-$134K	0.08%	287
2014 Q3	$1.74M	Sell	53,419 -15,491	-22%	-$563K	0.14%	182
2014 Q2	$2.53M	Buy	68,910 +2,514	+4%	+$86.1K	0.19%	145
2014 Q1	$2.19M	Buy	66,396 +25,038	+61%	+$833K	0.16%	160
2013 Q4	$1.56M	Buy	41,358 +12,334	+42%	+$437K	0.13%	201
2013 Q3	$961K	Buy	29,024 +733	+3%	+$22.4K	0.06%	317
2013 Q2	$788K	Buy	+28,291	New	+$863K	0.06%	324

Other funds holding FCX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Allied Advisory Services's FCX Position: Q3 2020 in Review

First Allied Advisory Services increased its Freeport-McMoran (FCX) stake by 9.7% in Q3 2020, buying an estimated $36.8K and bringing the position to 28,930 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #749.

First Allied Advisory Services first reported a position in FCX in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.53M in Q2 2014. 741 funds tracked by Wall St. Rank hold FCX as of Q3 2020.

First Allied Advisory Services held 28,930 shares of Freeport-McMoran worth $452K as of Q3 2020.
First Allied Advisory Services bought 2,552 Freeport-McMoran shares in Q3 2020, an estimated $36.8K.
Freeport-McMoran made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #749 holding.
First Allied Advisory Services first reported a position in Freeport-McMoran in Q2 2013 and has held it in 30 quarters since.
First Allied Advisory Services's Freeport-McMoran position peaked at $2.53M in Q2 2014.
741 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.