Homrich & Berg’s Freeport-McMoran FCX Stock Holding History

Homrich & Berg’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 Q1	–	Sell	-17,432	Closed	-$331K	–	341
2017 Q4	$331K	Buy	17,432 +311	+2%	+$4.69K	0.02%	242
2017 Q3	$240K	Buy	+17,121	New	+$241K	0.02%	289

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

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Homrich & Berg's FCX Position: Q1 2018 in Review

Homrich & Berg sold out of Freeport-McMoran (FCX) in Q1 2018, closing a stake of 17,432 shares — an estimated $331K sold.

Homrich & Berg first reported a position in FCX in Q3 2017 and held it in 2 quarters. The position peaked at $331K in Q4 2017. 786 funds tracked by Wall St. Rank hold FCX as of Q1 2018.

Homrich & Berg reported no remaining Freeport-McMoran position as of Q1 2018 after selling out during the quarter.
Homrich & Berg sold 17,432 Freeport-McMoran shares in Q1 2018, an estimated $331K.
Homrich & Berg first reported a position in Freeport-McMoran in Q3 2017 and held it in 2 quarters.
Homrich & Berg's Freeport-McMoran position peaked at $331K in Q4 2017.
786 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2018.

Based on Homrich & Berg's 13F filing for Q1 2018, filed 15 May 2018.