HCM
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Herndon Capital Management’s Freeport-McMoran FCX Stock Holding History

Herndon Capital 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
Q4 		– Sell
-115
Closed -$1K – 332
2016
Q3 		$1K Hold
115
– – ﹤0.01% 457
2016
Q2 		$1K Buy
+115
New +$1.27K ﹤0.01% 473

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IC
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State Street
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ClearBridge Investments
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Herndon Capital Management's FCX Position: Q4 2016 in Review

Herndon Capital Management sold out of Freeport-McMoran (FCX) in Q4 2016, closing a stake of 115 shares — an estimated $1K sold.

Herndon Capital Management first reported a position in FCX in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 714 funds tracked by Wall St. Rank hold FCX as of Q4 2016.

  • Herndon Capital Management reported no remaining Freeport-McMoran position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 115 Freeport-McMoran shares in Q4 2016, an estimated $1K.
  • Herndon Capital Management first reported a position in Freeport-McMoran in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's Freeport-McMoran position peaked at $1K in Q3 2016.
  • 714 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.