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Forward Management’s Freeport-McMoran FCX Stock Holding History

Forward 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
2015
Q1 		– Sell
-13,000
Closed -$304K – 388
2014
Q4 		$304K Sell
13,000
-27,500
-68% -$759K 0.02% 273
2014
Q3 		$1.32M Hold
40,500
– – 0.08% 144
2014
Q2 		$1.48M Hold
40,500
– – 0.09% 125
2014
Q1 		$1.34M Buy
40,500
+6,100
+18% +$203K 0.08% 129
2013
Q4 		$1.3M Hold
34,400
– – 0.08% 124
2013
Q3 		$1.14M Sell
34,400
-67,100
-66% -$2.05M 0.07% 142
2013
Q2 		$2.8M Buy
+101,500
New +$3.1M 0.23% 79

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Forward Management's FCX Position: Q1 2015 in Review

Forward Management sold out of Freeport-McMoran (FCX) in Q1 2015, closing a stake of 13,000 shares — an estimated $304K sold.

Forward Management first reported a position in FCX in Q2 2013 and held it in 7 quarters. The position peaked at $2.8M in Q2 2013. 773 funds tracked by Wall St. Rank hold FCX as of Q1 2015.

  • Forward Management reported no remaining Freeport-McMoran position as of Q1 2015 after selling out during the quarter.
  • Forward Management sold 13,000 Freeport-McMoran shares in Q1 2015, an estimated $304K.
  • Forward Management first reported a position in Freeport-McMoran in Q2 2013 and held it in 7 quarters.
  • Forward Management's Freeport-McMoran position peaked at $2.8M in Q2 2013.
  • 773 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2015.

Based on Forward Management's 13F filing for Q1 2015, filed 14 May 2015.