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Middleton & Co’s Freeport-McMoran FCX Stock Holding History

Middleton & Co’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
Q1 		– Sell
-5,530
Closed -$209K – 152
2013
Q4 		$209K Sell
5,530
-3,675
-40% -$130K 0.05% 130
2013
Q3 		$305K Sell
9,205
-300
-3% -$9.17K 0.08% 125
2013
Q2 		$262K Buy
+9,505
New +$290K 0.08% 123

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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Middleton & Co's FCX Position: Q1 2014 in Review

Middleton & Co sold out of Freeport-McMoran (FCX) in Q1 2014, closing a stake of 5,530 shares — an estimated $209K sold.

Middleton & Co first reported a position in FCX in Q2 2013 and held it in 3 quarters. The position peaked at $305K in Q3 2013. 939 funds tracked by Wall St. Rank hold FCX as of Q1 2014.

  • Middleton & Co reported no remaining Freeport-McMoran position as of Q1 2014 after selling out during the quarter.
  • Middleton & Co sold 5,530 Freeport-McMoran shares in Q1 2014, an estimated $209K.
  • Middleton & Co first reported a position in Freeport-McMoran in Q2 2013 and held it in 3 quarters.
  • Middleton & Co's Freeport-McMoran position peaked at $305K in Q3 2013.
  • 939 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2014.

Based on Middleton & Co's 13F filing for Q1 2014, filed 22 Apr 2014.