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J.W. Burns & Co’s Freeport-McMoran FCX Stock Holding History

J.W. Burns & Co’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
2014
Q3 		– Sell
-10,569
Closed -$386K – 157
2014
Q2 		$386K Sell
10,569
-1,776
-14% -$60.8K 0.13% 121
2014
Q1 		$408K Sell
12,345
-1,234
-9% -$41.1K 0.14% 114
2013
Q4 		$512K Sell
13,579
-4,192
-24% -$149K 0.18% 98
2013
Q3 		$588K Sell
17,771
-2,655
-13% -$81.1K 0.23% 92
2013
Q2 		$564K Buy
+20,426
New +$623K 0.23% 89

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

J.W. Burns & Co's FCX Position: Q3 2014 in Review

J.W. Burns & Co sold out of Freeport-McMoran (FCX) in Q3 2014, closing a stake of 10,569 shares — an estimated $386K sold.

J.W. Burns & Co first reported a position in FCX in Q2 2013 and held it in 5 quarters. The position peaked at $588K in Q3 2013. 917 funds tracked by Wall St. Rank hold FCX as of Q3 2014.

  • J.W. Burns & Co reported no remaining Freeport-McMoran position as of Q3 2014 after selling out during the quarter.
  • J.W. Burns & Co sold 10,569 Freeport-McMoran shares in Q3 2014, an estimated $386K.
  • J.W. Burns & Co first reported a position in Freeport-McMoran in Q2 2013 and held it in 5 quarters.
  • J.W. Burns & Co's Freeport-McMoran position peaked at $588K in Q3 2013.
  • 917 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2014.

Based on J.W. Burns & Co's 13F filing for Q3 2014, filed 2 Oct 2014.