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Northwest Wealth Management’s Southern Copper SCCO Stock Holding History

Northwest Wealth Management’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-39
Closed -$1K – 549
2018
Q4 		$1K Hold
39
– – ﹤0.01% 493
2018
Q3 		$2K Hold
39
– – ﹤0.01% 483
2018
Q2 		$2K Hold
39
– – ﹤0.01% 471
2018
Q1 		$2K Buy
+39
New +$1.83K ﹤0.01% 485

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Northwest Wealth Management's SCCO Position: Q1 2019 in Review

Northwest Wealth Management sold out of Southern Copper (SCCO) in Q1 2019, closing a stake of 39 shares — an estimated $1K sold.

Northwest Wealth Management first reported a position in SCCO in Q1 2018 and held it in 4 quarters. The position peaked at $2K in Q3 2018. 295 funds tracked by Wall St. Rank hold SCCO as of Q1 2019.

  • Northwest Wealth Management reported no remaining Southern Copper position as of Q1 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 39 Southern Copper shares in Q1 2019, an estimated $1K.
  • Northwest Wealth Management first reported a position in Southern Copper in Q1 2018 and held it in 4 quarters.
  • Northwest Wealth Management's Southern Copper position peaked at $2K in Q3 2018.
  • 295 funds tracked by Wall St. Rank held Southern Copper as of Q1 2019.

Based on Northwest Wealth Management's 13F filing for Q1 2019, filed 12 Apr 2019.