LWM
FCX icon

LBA Wealth Management’s Freeport-McMoran FCX Stock Holding History

LBA Wealth Management’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
2015
Q3 		– Sell
-10,995
Closed -$205K – 351
2015
Q2 		$205K Buy
10,995
+175
+2% +$3.61K 0.13% 99
2015
Q1 		$205K Buy
10,820
+2,920
+37% +$57.8K 0.13% 99
2014
Q4 		$185K Buy
7,900
+1,525
+24% +$42.1K 0.12% 102
2014
Q3 		$208K Sell
6,375
-225
-3% -$8.18K 0.14% 77
2014
Q2 		$241K Sell
6,600
-125
-2% -$4.28K 0.2% 70
2014
Q1 		$222K Sell
6,725
-25
-0.4% -$832 0.18% 76
2013
Q4 		$255K Buy
+6,750
New +$239K 0.21% 66

Other funds holding FCX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LBA Wealth Management's FCX Position: Q3 2015 in Review

LBA Wealth Management sold out of Freeport-McMoran (FCX) in Q3 2015, closing a stake of 10,995 shares — an estimated $205K sold.

LBA Wealth Management first reported a position in FCX in Q4 2013 and held it in 7 quarters. The position peaked at $255K in Q4 2013. 717 funds tracked by Wall St. Rank hold FCX as of Q3 2015.

  • LBA Wealth Management reported no remaining Freeport-McMoran position as of Q3 2015 after selling out during the quarter.
  • LBA Wealth Management sold 10,995 Freeport-McMoran shares in Q3 2015, an estimated $205K.
  • LBA Wealth Management first reported a position in Freeport-McMoran in Q4 2013 and held it in 7 quarters.
  • LBA Wealth Management's Freeport-McMoran position peaked at $255K in Q4 2013.
  • 717 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2015.

Based on LBA Wealth Management's 13F filing for Q3 2015, filed 3 Nov 2015.