Kaizen Advisory’s Freeport-McMoran FCX Stock Holding History

Kaizen Advisory’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 Q4	$683K	Sell	66,152 -11,560	-15%	-$135K	0.47%	60
2018 Q3	$1.08M	Buy	77,712 +74,416	+2,258%	+$1.12M	0.56%	35
2018 Q2	$57K	Buy	3,296 +2,011	+156%	+$34.1K	0.03%	302
2018 Q1	$23K	Hold	1,285	–	–	0.02%	304
2017 Q4	$24K	Buy	+1,285	New	+$19.4K	0.01%	291

Other funds holding FCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's FCX Position: Q4 2018 in Review

Kaizen Advisory reduced its Freeport-McMoran (FCX) stake by 15% in Q4 2018, selling an estimated $135K and leaving 66,152 shares worth $683K. The position accounts for 0.47% of the portfolio, ranked #60.

Kaizen Advisory first reported a position in FCX in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.08M in Q3 2018. 766 funds tracked by Wall St. Rank hold FCX as of Q4 2018.

Kaizen Advisory held 66,152 shares of Freeport-McMoran worth $683K as of Q4 2018.
Kaizen Advisory sold 11,560 Freeport-McMoran shares in Q4 2018, an estimated $135K.
Freeport-McMoran made up 0.47% of Kaizen Advisory's portfolio in Q4 2018, its #60 holding.
Kaizen Advisory first reported a position in Freeport-McMoran in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Freeport-McMoran position peaked at $1.08M in Q3 2018.
766 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.