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

Lyons 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
2013
Q4 		– Sell
-30,000
Closed -$17K – 71
2013
Q3 		$17K Buy
+30,000
New +$917K 0.02% 71

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lyons Wealth Management's FCX Position: Q4 2013 in Review

Lyons Wealth Management sold out of Freeport-McMoran (FCX) in Q4 2013, closing a stake of 4,120 shares — an estimated $136K sold.

Lyons Wealth Management first reported a position in FCX in Q3 2013 and held it in 1 quarter. The position peaked at $136K in Q3 2013. 965 funds tracked by Wall St. Rank hold FCX as of Q4 2013.

  • Lyons Wealth Management reported no remaining Freeport-McMoran position as of Q4 2013 after selling out during the quarter.
  • Lyons Wealth Management sold 4,120 Freeport-McMoran shares in Q4 2013, an estimated $136K.
  • Lyons Wealth Management first reported a position in Freeport-McMoran in Q3 2013 and held it in 1 quarter.
  • Lyons Wealth Management's Freeport-McMoran position peaked at $136K in Q3 2013.
  • 965 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2013.

Based on Lyons Wealth Management's 13F filing for Q4 2013, filed 4 Feb 2014.