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Occidental Asset Management’s Freeport-McMoran FCX Stock Holding History

Occidental Asset Management’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
2020
Q1 		– Sell
-65,941
Closed -$865K – 152
2019
Q4 		$865K Buy
65,941
+6,607
+11% +$72.5K 0.35% 79
2019
Q3 		$568K Buy
59,334
+12,761
+27% +$131K 0.24% 98
2019
Q2 		$541K Buy
46,573
+7,936
+21% +$92.4K 0.24% 95
2019
Q1 		$498K Buy
38,637
+10,342
+37% +$125K 0.24% 88
2018
Q4 		$292K Buy
28,295
+3,006
+12% +$35.1K 0.17% 112
2018
Q3 		$352K Buy
+25,289
New +$382K 0.18% 119

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Occidental Asset Management's FCX Position: Q1 2020 in Review

Occidental Asset Management sold out of Freeport-McMoran (FCX) in Q1 2020, closing a stake of 65,941 shares — an estimated $865K sold.

Occidental Asset Management first reported a position in FCX in Q3 2018 and held it in 6 quarters. The position peaked at $865K in Q4 2019. 666 funds tracked by Wall St. Rank hold FCX as of Q1 2020.

  • Occidental Asset Management reported no remaining Freeport-McMoran position as of Q1 2020 after selling out during the quarter.
  • Occidental Asset Management sold 65,941 Freeport-McMoran shares in Q1 2020, an estimated $865K.
  • Occidental Asset Management first reported a position in Freeport-McMoran in Q3 2018 and held it in 6 quarters.
  • Occidental Asset Management's Freeport-McMoran position peaked at $865K in Q4 2019.
  • 666 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2020.

Based on Occidental Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.