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HL Financial Services’s Freeport-McMoran FCX Stock Holding History

HL Financial 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
2017
Q3 		– Sell
-12,828
Closed -$154K – 686
2017
Q2 		$154K Buy
+12,828
New +$156K ﹤0.01% 664
2016
Q4 		– Sell
-13,249
Closed -$144K – 670
2016
Q3 		$144K Buy
13,249
+922
+7% +$10.6K ﹤0.01% 636
2016
Q2 		$137K Sell
12,327
-2,350
-16% -$26K ﹤0.01% 645
2016
Q1 		$152K Sell
14,677
-999
-6% -$7.02K ﹤0.01% 632
2015
Q4 		$106K Sell
15,676
-1,700
-10% -$16.2K ﹤0.01% 631
2015
Q3 		$168K Sell
17,376
-4,831
-22% -$58K ﹤0.01% 613
2015
Q2 		$413K Sell
22,207
-1,879
-8% -$38.8K 0.01% 492
2015
Q1 		$456K Buy
24,086
+7,713
+47% +$153K 0.01% 479
2014
Q4 		$382K Sell
16,373
-11,681
-42% -$322K 0.01% 495
2014
Q3 		$916K Sell
28,054
-1,150
-4% -$41.8K 0.03% 274
2014
Q2 		$1.07M Sell
29,204
-106
-0.4% -$3.63K 0.03% 257
2014
Q1 		$969K Sell
29,310
-1,601
-5% -$53.3K 0.03% 255
2013
Q4 		$1.17M Buy
30,911
+3,525
+13% +$125K 0.04% 236
2013
Q3 		$906K Buy
27,386
+1,600
+6% +$48.9K 0.03% 246
2013
Q2 		$712K Buy
+25,786
New +$787K 0.03% 260

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HL Financial Services's FCX Position: Q3 2017 in Review

HL Financial Services sold out of Freeport-McMoran (FCX) in Q3 2017, closing a stake of 12,828 shares — an estimated $154K sold.

HL Financial Services first reported a position in FCX in Q2 2013 and held it in 15 quarters. The position peaked at $1.17M in Q4 2013. 709 funds tracked by Wall St. Rank hold FCX as of Q3 2017.

  • HL Financial Services reported no remaining Freeport-McMoran position as of Q3 2017 after selling out during the quarter.
  • HL Financial Services sold 12,828 Freeport-McMoran shares in Q3 2017, an estimated $154K.
  • HL Financial Services first reported a position in Freeport-McMoran in Q2 2013 and held it in 15 quarters.
  • HL Financial Services's Freeport-McMoran position peaked at $1.17M in Q4 2013.
  • 709 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2017.

Based on HL Financial Services's 13F filing for Q3 2017, filed 3 Nov 2017.