Hefty Wealth Partners’s Freeport-McMoran FCX Stock Holding History

Hefty Wealth Partners’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
2017 Q4	–	Sell	-1,850	Closed	-$26K	–	257
2017 Q3	$26K	Hold	1,850	–	–	0.02%	155
2017 Q2	$22K	Hold	1,850	–	–	0.02%	146
2017 Q1	$24K	Hold	1,850	–	–	0.02%	147
2016 Q4	$24K	Hold	1,850	–	–	0.02%	142
2016 Q3	$20K	Buy	+1,850	New	+$21.3K	0.02%	157

Other funds holding FCX

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

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

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hefty Wealth Partners's FCX Position: Q4 2017 in Review

Hefty Wealth Partners sold out of Freeport-McMoran (FCX) in Q4 2017, closing a stake of 1,850 shares — an estimated $26K sold.

Hefty Wealth Partners first reported a position in FCX in Q3 2016 and held it in 5 quarters. The position peaked at $26K in Q3 2017. 731 funds tracked by Wall St. Rank hold FCX as of Q4 2017.

Hefty Wealth Partners reported no remaining Freeport-McMoran position as of Q4 2017 after selling out during the quarter.
Hefty Wealth Partners sold 1,850 Freeport-McMoran shares in Q4 2017, an estimated $26K.
Hefty Wealth Partners first reported a position in Freeport-McMoran in Q3 2016 and held it in 5 quarters.
Hefty Wealth Partners's Freeport-McMoran position peaked at $26K in Q3 2017.
731 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2017.

Based on Hefty Wealth Partners's 13F filing for Q4 2017, filed 3 Jan 2018.