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Institute for Wealth Management’s Southern Copper SCCO Stock Holding History

Institute for Wealth Management’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-55
Closed -$1K – 107
2013
Q2 		$1K Buy
+55
New +$1.62K ﹤0.01% 117

Other funds holding SCCO

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SBAM
Santa Barbara Asset Management Los Angeles, California $6.43B AUM 10.99% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Institute for Wealth Management's SCCO Position: Q3 2013 in Review

Institute for Wealth Management sold out of Southern Copper (SCCO) in Q3 2013, closing a stake of 55 shares — an estimated $1K sold.

Institute for Wealth Management first reported a position in SCCO in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 308 funds tracked by Wall St. Rank hold SCCO as of Q3 2013.

  • Institute for Wealth Management reported no remaining Southern Copper position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 55 Southern Copper shares in Q3 2013, an estimated $1K.
  • Institute for Wealth Management first reported a position in Southern Copper in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's Southern Copper position peaked at $1K in Q2 2013.
  • 308 funds tracked by Wall St. Rank held Southern Copper as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.