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Orca Investment Management’s Freeport-McMoran FCX Stock Holding History

Orca Investment 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
2015
Q3 		– Sell
-13,831
Closed -$258K – 75
2015
Q2 		$258K Buy
13,831
+310
+2% +$6.4K 0.24% 75
2015
Q1 		$256K Hold
13,521
– – 0.23% 73
2014
Q4 		$316K Sell
13,521
-1,129
-8% -$31.2K 0.28% 75
2014
Q3 		$478K Hold
14,650
– – 0.41% 56
2014
Q2 		$535K Buy
14,650
+3,412
+30% +$117K 0.42% 54
2014
Q1 		$372K Hold
11,238
– – 0.31% 72
2013
Q4 		$424K Buy
+11,238
New +$398K 0.34% 67

Other funds holding FCX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Orca Investment Management's FCX Position: Q3 2015 in Review

Orca Investment Management sold out of Freeport-McMoran (FCX) in Q3 2015, closing a stake of 13,831 shares — an estimated $258K sold.

Orca Investment Management first reported a position in FCX in Q4 2013 and held it in 7 quarters. The position peaked at $535K in Q2 2014. 717 funds tracked by Wall St. Rank hold FCX as of Q3 2015.

  • Orca Investment Management reported no remaining Freeport-McMoran position as of Q3 2015 after selling out during the quarter.
  • Orca Investment Management sold 13,831 Freeport-McMoran shares in Q3 2015, an estimated $258K.
  • Orca Investment Management first reported a position in Freeport-McMoran in Q4 2013 and held it in 7 quarters.
  • Orca Investment Management's Freeport-McMoran position peaked at $535K in Q2 2014.
  • 717 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2015.

Based on Orca Investment Management's 13F filing for Q3 2015, filed 20 Oct 2015.