Integrated Wealth Management (Palm Desert)’s Freeport-McMoran FCX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-7,322	Closed	-$80K	–	490
2016 Q3	$80K	Hold	7,322	–	–	0.03%	341
2016 Q2	$82K	Hold	7,322	–	–	0.03%	333
2016 Q1	$76K	Buy	7,322 +5,000	+215%	+$35.1K	0.03%	325
2015 Q4	$16K	Sell	2,322 -1,272	-35%	-$12.1K	0.01%	633
2015 Q3	$35K	Buy	3,594 +1,275	+55%	+$15.3K	0.02%	446
2015 Q2	$43K	Sell	2,319 -865	-27%	-$17.9K	0.02%	430
2015 Q1	$60K	Buy	+3,184	New	+$63K	0.03%	356

Other funds holding FCX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FCX Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Freeport-McMoran (FCX) in Q4 2016, closing a stake of 7,322 shares — an estimated $80K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FCX in Q1 2015 and held it in 7 quarters. The position peaked at $82K in Q2 2016. 715 funds tracked by Wall St. Rank hold FCX as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Freeport-McMoran position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 7,322 Freeport-McMoran shares in Q4 2016, an estimated $80K.
Integrated Wealth Management (Palm Desert) first reported a position in Freeport-McMoran in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Freeport-McMoran position peaked at $82K in Q2 2016.
715 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.