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Holistic Financial Partners’s Freeport-McMoran FCX Stock Holding History

Holistic Financial 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
2018
Q2 		– Sell
-1,245
Closed -$22K – 148
2018
Q1 		$22K Sell
1,245
-1,220
-49% -$22.9K 0.02% 268
2017
Q4 		$47K Buy
+2,465
New +$37.2K 0.04% 209

Other funds holding FCX

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Holistic Financial Partners's FCX Position: Q2 2018 in Review

Holistic Financial Partners sold out of Freeport-McMoran (FCX) in Q2 2018, closing a stake of 1,245 shares — an estimated $22K sold.

Holistic Financial Partners first reported a position in FCX in Q4 2017 and held it in 2 quarters. The position peaked at $47K in Q4 2017. 764 funds tracked by Wall St. Rank hold FCX as of Q2 2018.

  • Holistic Financial Partners reported no remaining Freeport-McMoran position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,245 Freeport-McMoran shares in Q2 2018, an estimated $22K.
  • Holistic Financial Partners first reported a position in Freeport-McMoran in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Freeport-McMoran position peaked at $47K in Q4 2017.
  • 764 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.