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Linscomb Wealth’s Freeport-McMoran FCX Stock Holding History

Linscomb Wealth’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
Q1 		– Sell
-57,817
Closed -$1.35M – 266
2014
Q4 		$1.35M Sell
57,817
-2,818
-5% -$77.8K 0.15% 94
2014
Q3 		$1.98M Sell
60,635
-1,017
-2% -$37K 0.22% 75
2014
Q2 		$2.25M Buy
61,652
+2,261
+4% +$77.4K 0.24% 63
2014
Q1 		$1.96M Buy
59,391
+11,311
+24% +$376K 0.22% 70
2013
Q4 		$1.81M Buy
48,080
+14,101
+41% +$500K 0.22% 61
2013
Q3 		$1.12M Buy
33,979
+1,192
+4% +$36.4K 0.15% 79
2013
Q2 		$905K Buy
+32,787
New +$1M 0.12% 92

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
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
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Linscomb Wealth's FCX Position: Q1 2015 in Review

Linscomb Wealth sold out of Freeport-McMoran (FCX) in Q1 2015, closing a stake of 57,817 shares — an estimated $1.35M sold.

Linscomb Wealth first reported a position in FCX in Q2 2013 and held it in 7 quarters. The position peaked at $2.25M in Q2 2014. 774 funds tracked by Wall St. Rank hold FCX as of Q1 2015.

  • Linscomb Wealth reported no remaining Freeport-McMoran position as of Q1 2015 after selling out during the quarter.
  • Linscomb Wealth sold 57,817 Freeport-McMoran shares in Q1 2015, an estimated $1.35M.
  • Linscomb Wealth first reported a position in Freeport-McMoran in Q2 2013 and held it in 7 quarters.
  • Linscomb Wealth's Freeport-McMoran position peaked at $2.25M in Q2 2014.
  • 774 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2015.

Based on Linscomb Wealth's 13F filing for Q1 2015, filed 6 May 2015.