Marshwinds Advisory’s Freeport-McMoran FCX Stock Holding History

Marshwinds Advisory’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 Q3	–	Sell	-10,325	Closed	-$178K	–	130
2018 Q2	$178K	Sell	10,325 -500	-5%	-$8.48K	0.08%	126
2018 Q1	$190K	Hold	10,825	–	–	0.09%	127
2017 Q4	$205K	Sell	10,825 -2,950	-21%	-$44.5K	0.09%	127
2017 Q3	$193K	Buy	13,775 +1,600	+13%	+$22.5K	0.09%	130
2017 Q2	$146K	Sell	12,175 -126	-1%	-$1.53K	0.07%	132
2017 Q1	$164K	Sell	12,301 -400	-3%	-$5.75K	0.08%	130
2016 Q4	$168K	Hold	12,701	–	–	0.08%	134
2016 Q3	$138K	Sell	12,701 -400	-3%	-$4.6K	0.07%	135
2016 Q2	$146K	Sell	13,101 -200	-2%	-$2.21K	0.07%	136
2016 Q1	$138K	Buy	+13,301	New	+$93.4K	0.07%	132

Other funds holding FCX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshwinds Advisory's FCX Position: Q3 2018 in Review

Marshwinds Advisory sold out of Freeport-McMoran (FCX) in Q3 2018, closing a stake of 10,325 shares — an estimated $178K sold.

Marshwinds Advisory first reported a position in FCX in Q1 2016 and held it in 10 quarters. The position peaked at $205K in Q4 2017. 755 funds tracked by Wall St. Rank hold FCX as of Q3 2018.

Marshwinds Advisory reported no remaining Freeport-McMoran position as of Q3 2018 after selling out during the quarter.
Marshwinds Advisory sold 10,325 Freeport-McMoran shares in Q3 2018, an estimated $178K.
Marshwinds Advisory first reported a position in Freeport-McMoran in Q1 2016 and held it in 10 quarters.
Marshwinds Advisory's Freeport-McMoran position peaked at $205K in Q4 2017.
755 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2018.

Based on Marshwinds Advisory's 13F filing for Q3 2018, filed 4 Oct 2018.