Longer Investments’s Freeport-McMoran FCX Stock Holding History

Longer Investments’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 Q2	–	Sell	-92,960	Closed	-$1.63M	–	30
2018 Q1	$1.63M	Buy	+92,960	New	+$1.74M	1.79%	24
2017 Q4	–	Sell	-133,815	Closed	-$1.88M	–	39
2017 Q3	$1.88M	Sell	133,815 -5,840	-4%	-$82K	1.68%	28
2017 Q2	$1.68M	Buy	+139,655	New	+$1.69M	1.47%	29
2016 Q4	–	Sell	-157,585	Closed	-$1.71M	–	38
2016 Q3	$1.71M	Buy	+157,585	New	+$1.81M	1.49%	28
2016 Q1	–	Sell	-136,075	Closed	-$921K	–	48
2015 Q4	$921K	Buy	+136,075	New	+$1.3M	0.81%	33
2014 Q3	–	Sell	-50,510	Closed	-$1.84M	–	42
2014 Q2	$1.84M	Buy	+50,510	New	+$1.73M	1.39%	31

Other funds holding FCX

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Longer Investments's FCX Position: Q2 2018 in Review

Longer Investments sold out of Freeport-McMoran (FCX) in Q2 2018, closing a stake of 92,960 shares — an estimated $1.63M sold.

Longer Investments first reported a position in FCX in Q2 2014 and held it in 6 quarters. The position peaked at $1.88M in Q3 2017. 763 funds tracked by Wall St. Rank hold FCX as of Q2 2018.

Longer Investments reported no remaining Freeport-McMoran position as of Q2 2018 after selling out during the quarter.
Longer Investments sold 92,960 Freeport-McMoran shares in Q2 2018, an estimated $1.63M.
Longer Investments first reported a position in Freeport-McMoran in Q2 2014 and held it in 6 quarters.
Longer Investments's Freeport-McMoran position peaked at $1.88M in Q3 2017.
763 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2018.

Based on Longer Investments's 13F filing for Q2 2018, filed 17 Jul 2018.