Gupta Wealth Management’s Freeport-McMoran FCX Stock Holding History

Gupta 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
2016 Q1	$58K	Buy	5,600 +833	+17%	+$5.85K	0.01%	415
2015 Q4	$32K	Buy	4,767 +1,050	+28%	+$10K	0.01%	538
2015 Q3	$36K	Buy	+3,717	New	+$44.6K	0.01%	518
2015 Q2	–	Sell	-265	Closed	-$5K	–	1275
2015 Q1	$5K	Buy	+265	New	+$5.24K	﹤0.01%	893

Other funds holding FCX

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gupta Wealth Management's FCX Position: Q1 2016 in Review

Gupta Wealth Management increased its Freeport-McMoran (FCX) stake by 17% in Q1 2016, buying an estimated $5.85K and bringing the position to 5,600 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #415.

Gupta Wealth Management first reported a position in FCX in Q1 2015 and has held it in 4 quarters since. 661 funds tracked by Wall St. Rank hold FCX as of Q1 2016.

Gupta Wealth Management held 5,600 shares of Freeport-McMoran worth $58K as of Q1 2016.
Gupta Wealth Management bought 833 Freeport-McMoran shares in Q1 2016, an estimated $5.85K.
Freeport-McMoran made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #415 holding.
Gupta Wealth Management first reported a position in Freeport-McMoran in Q1 2015 and has held it in 4 quarters since.
661 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.