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Mount Vernon Associates’s Freeport-McMoran FCX Stock Holding History

Mount Vernon Associates’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
2019
Q3 		– Sell
-24,481
Closed -$284K – 51
2019
Q2 		$284K Hold
24,481
– – 0.42% 40
2019
Q1 		$316K Sell
24,481
-400
-2% -$4.84K 0.48% 39
2018
Q4 		$257K Sell
24,881
-2,776
-10% -$32.4K 0.45% 42
2018
Q3 		$385K Buy
27,657
+176
+0.6% +$2.66K 0.57% 39
2018
Q2 		$474K Sell
27,481
-2,450
-8% -$41.6K 0.74% 35
2018
Q1 		$526K Hold
29,931
– – 0.81% 34
2017
Q4 		$567K Sell
29,931
-200
-0.7% -$3.02K 0.85% 34
2017
Q3 		$423K Buy
30,131
+700
+2% +$9.83K 0.7% 35
2017
Q2 		$353K Buy
29,431
+3,300
+13% +$40K 0.63% 38
2017
Q1 		$349K Hold
26,131
– – 0.64% 39
2016
Q4 		$345K Sell
26,131
-400
-2% -$5.12K 0.68% 40
2016
Q3 		$288K Sell
26,531
-2,400
-8% -$27.6K 0.6% 46
2016
Q2 		$322K Buy
28,931
+2,381
+9% +$26.4K 0.69% 42
2016
Q1 		$275K Sell
26,550
-1,200
-4% -$8.43K 0.61% 46
2015
Q4 		$188K Buy
27,750
+2,950
+12% +$28.1K 0.41% 49
2015
Q3 		$240K Sell
24,800
-2,000
-7% -$24K 0.56% 47
2015
Q2 		$499K Buy
26,800
+5,750
+27% +$119K 1.08% 40
2015
Q1 		$399K Sell
21,050
-200
-0.9% -$3.96K 0.86% 42
2014
Q4 		$496K Buy
21,250
+3,200
+18% +$88.3K 1.14% 40
2014
Q3 		$589K Sell
18,050
-300
-2% -$10.9K 1.47% 32
2014
Q2 		$670K Buy
18,350
+450
+3% +$15.4K 1.71% 29
2014
Q1 		$592K Buy
17,900
+700
+4% +$23.3K 1.55% 31
2013
Q4 		$649K Buy
+17,200
New +$610K 1.7% 30

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mount Vernon Associates's FCX Position: Q3 2019 in Review

Mount Vernon Associates sold out of Freeport-McMoran (FCX) in Q3 2019, closing a stake of 24,481 shares — an estimated $284K sold.

Mount Vernon Associates first reported a position in FCX in Q4 2013 and held it in 23 quarters. The position peaked at $670K in Q2 2014. 659 funds tracked by Wall St. Rank hold FCX as of Q3 2019.

  • Mount Vernon Associates reported no remaining Freeport-McMoran position as of Q3 2019 after selling out during the quarter.
  • Mount Vernon Associates sold 24,481 Freeport-McMoran shares in Q3 2019, an estimated $284K.
  • Mount Vernon Associates first reported a position in Freeport-McMoran in Q4 2013 and held it in 23 quarters.
  • Mount Vernon Associates's Freeport-McMoran position peaked at $670K in Q2 2014.
  • 659 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2019.

Based on Mount Vernon Associates's 13F filing for Q3 2019, filed 16 Oct 2019.