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KCS Wealth Advisory’s Southern Copper SCCO Stock Holding History

KCS Wealth Advisory’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
2018
Q1 		– Sell
-6,396
Closed -$278K – 180
2017
Q4 		$278K Buy
+6,396
New +$254K 0.27% 127

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

KCS Wealth Advisory's SCCO Position: Q1 2018 in Review

KCS Wealth Advisory sold out of Southern Copper (SCCO) in Q1 2018, closing a stake of 6,396 shares — an estimated $278K sold.

KCS Wealth Advisory first reported a position in SCCO in Q4 2017 and held it in 1 quarter. The position peaked at $278K in Q4 2017. 300 funds tracked by Wall St. Rank hold SCCO as of Q1 2018.

  • KCS Wealth Advisory reported no remaining Southern Copper position as of Q1 2018 after selling out during the quarter.
  • KCS Wealth Advisory sold 6,396 Southern Copper shares in Q1 2018, an estimated $278K.
  • KCS Wealth Advisory first reported a position in Southern Copper in Q4 2017 and held it in 1 quarter.
  • KCS Wealth Advisory's Southern Copper position peaked at $278K in Q4 2017.
  • 300 funds tracked by Wall St. Rank held Southern Copper as of Q1 2018.

Based on KCS Wealth Advisory's 13F filing for Q1 2018, filed 4 May 2018.