Kanaly Trust’s Freeport-McMoran FCX Stock Holding History

Kanaly Trust’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	$3K	Sell	232 -40	-15%	-$512	﹤0.01%	736
2016 Q3	$3K	Sell	272 -23	-8%	-$265	﹤0.01%	721
2016 Q2	$3K	Sell	295 -2,064	-87%	-$22.9K	﹤0.01%	706
2016 Q1	$24K	Sell	2,359 -123	-5%	-$864	﹤0.01%	399
2015 Q4	$17K	Buy	2,482 +235	+10%	+$2.24K	﹤0.01%	461
2015 Q3	$22K	Sell	2,247 -229	-9%	-$2.75K	﹤0.01%	429
2015 Q2	$46K	Buy	2,476 +258	+12%	+$5.33K	0.01%	324
2015 Q1	$42K	Hold	2,218	–	–	0.01%	300
2014 Q4	$52K	Buy	2,218 +2,200	+12,222%	+$60.7K	0.01%	288
2014 Q3	$1K	Hold	18	–	–	﹤0.01%	776
2014 Q2	$1K	Sell	18 -1,532	-99%	-$52.4K	﹤0.01%	678
2014 Q1	$51K	Hold	1,550	–	–	0.01%	301
2013 Q4	$58K	Buy	+1,550	New	+$55K	0.01%	291

Other funds holding FCX

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $757B AUM 28.64% 1-Year Est. Return

Kanaly Trust's FCX Position: Q4 2016 in Review

Kanaly Trust reduced its Freeport-McMoran (FCX) stake by 15% in Q4 2016, selling an estimated $512 and leaving 232 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Kanaly Trust first reported a position in FCX in Q4 2013 and has held it in 13 quarters since. The position peaked at $58K in Q4 2013. 714 funds tracked by Wall St. Rank hold FCX as of Q4 2016.

Kanaly Trust held 232 shares of Freeport-McMoran worth $3K as of Q4 2016.
Kanaly Trust sold 40 Freeport-McMoran shares in Q4 2016, an estimated $512.
Freeport-McMoran made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #736 holding.
Kanaly Trust first reported a position in Freeport-McMoran in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's Freeport-McMoran position peaked at $58K in Q4 2013.
714 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.