Institutional & Family Asset Management’s Southern Copper SCCO Stock Holding History

Institutional & Family Asset 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
2020 Q1	–	Sell	-379	Closed	-$15K	–	897
2019 Q4	$15K	Buy	379 +5	+1%	+$172	﹤0.01%	455
2019 Q3	$12K	Buy	374 +5	+1%	+$157	﹤0.01%	455
2019 Q2	$13K	Buy	369 +3	+0.8%	+$103	﹤0.01%	472
2019 Q1	$13K	Buy	366 +9	+3%	+$284	﹤0.01%	468
2018 Q4	$10K	Buy	357 +4	+1%	+$133	﹤0.01%	479
2018 Q3	$14K	Buy	353 +4	+1%	+$163	﹤0.01%	486
2018 Q2	$15K	Buy	349 +1	+0.3%	+$47	﹤0.01%	472
2018 Q1	$17K	Buy	+348	New	+$16.3K	﹤0.01%	438

Other funds holding SCCO

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ashmore Group London, United Kingdom $773M AUM 50.56% 1-Year Est. Return

Institutional & Family Asset Management's SCCO Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of Southern Copper (SCCO) in Q1 2020, closing a stake of 379 shares — an estimated $15K sold.

Institutional & Family Asset Management first reported a position in SCCO in Q1 2018 and held it in 8 quarters. The position peaked at $17K in Q1 2018. 283 funds tracked by Wall St. Rank hold SCCO as of Q1 2020.

Institutional & Family Asset Management reported no remaining Southern Copper position as of Q1 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 379 Southern Copper shares in Q1 2020, an estimated $15K.
Institutional & Family Asset Management first reported a position in Southern Copper in Q1 2018 and held it in 8 quarters.
Institutional & Family Asset Management's Southern Copper position peaked at $17K in Q1 2018.
283 funds tracked by Wall St. Rank held Southern Copper as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.