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McAdams Wright Ragen’s Freeport-McMoran FCX Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$1.44M Sell
44,208
-1,679
-4% -$61K 0.08% 167
2014
Q2 		$1.67M Buy
45,887
+1,772
+4% +$60.7K 0.09% 154
2014
Q1 		$1.46M Buy
44,115
+477
+1% +$15.9K 0.09% 158
2013
Q4 		$1.65M Buy
43,638
+3,220
+8% +$114K 0.11% 146
2013
Q3 		$1.34M Buy
40,418
+6,676
+20% +$204K 0.11% 141
2013
Q2 		$932K Buy
+33,742
New +$1.03M 0.07% 179

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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McAdams Wright Ragen's FCX Position: Q3 2014 in Review

McAdams Wright Ragen reduced its Freeport-McMoran (FCX) stake by 3.7% in Q3 2014, selling an estimated $61K and leaving 44,208 shares worth $1.44M. The position accounts for 0.08% of the portfolio, ranked #167.

McAdams Wright Ragen first reported a position in FCX in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.67M in Q2 2014. 916 funds tracked by Wall St. Rank hold FCX as of Q3 2014.

  • McAdams Wright Ragen held 44,208 shares of Freeport-McMoran worth $1.44M as of Q3 2014.
  • McAdams Wright Ragen sold 1,679 Freeport-McMoran shares in Q3 2014, an estimated $61K.
  • Freeport-McMoran made up 0.08% of McAdams Wright Ragen's portfolio in Q3 2014, its #167 holding.
  • McAdams Wright Ragen first reported a position in Freeport-McMoran in Q2 2013 and has held it in 6 quarters since.
  • McAdams Wright Ragen's Freeport-McMoran position peaked at $1.67M in Q2 2014.
  • 916 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.