Obermeyer Wealth Partners’s Freeport-McMoran FCX Stock Holding History

Obermeyer Wealth Partners’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
2015 Q1	–	Sell	-9,414	Closed	-$220K	–	143
2014 Q4	$220K	Buy	9,414 +1,522	+19%	+$42K	0.02%	131
2014 Q3	$258K	Buy	7,892 +1,017	+15%	+$37K	0.06%	52
2014 Q2	$251K	Buy	+6,875	New	+$235K	0.06%	51
2013 Q3	–	Sell	-4,075	Closed	-$113K	–	144
2013 Q2	$113K	Buy	+4,075	New	+$124K	0.03%	76

Other funds holding FCX

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Obermeyer Wealth Partners's FCX Position: Q1 2015 in Review

Obermeyer Wealth Partners sold out of Freeport-McMoran (FCX) in Q1 2015, closing a stake of 9,414 shares — an estimated $220K sold.

Obermeyer Wealth Partners first reported a position in FCX in Q2 2013 and held it in 4 quarters. The position peaked at $258K in Q3 2014. 773 funds tracked by Wall St. Rank hold FCX as of Q1 2015.

Obermeyer Wealth Partners reported no remaining Freeport-McMoran position as of Q1 2015 after selling out during the quarter.
Obermeyer Wealth Partners sold 9,414 Freeport-McMoran shares in Q1 2015, an estimated $220K.
Obermeyer Wealth Partners first reported a position in Freeport-McMoran in Q2 2013 and held it in 4 quarters.
Obermeyer Wealth Partners's Freeport-McMoran position peaked at $258K in Q3 2014.
773 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2015.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2015, filed 13 May 2015.