Partnervest Advisory Services’s Freeport-McMoran FCX Stock Holding History

Partnervest Advisory Services’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
2017 Q3	–	Sell	-10,272	Closed	-$123K	–	190
2017 Q2	$123K	Buy	+10,272	New	+$125K	0.06%	194
2014 Q4	–	Sell	-8,622	Closed	-$282K	–	166
2014 Q3	$282K	Buy	8,622 +511	+6%	+$18.6K	0.15%	114
2014 Q2	$296K	Buy	8,111 +391	+5%	+$13.4K	0.13%	117
2014 Q1	$255K	Buy	7,720 +408	+6%	+$13.6K	0.11%	123
2013 Q4	$276K	Sell	7,312 -7,799	-52%	-$276K	0.13%	122
2013 Q3	$500K	Sell	15,111 -1,095	-7%	-$33.5K	0.26%	55
2013 Q2	$447K	Buy	+16,206	New	+$495K	0.2%	52

Other funds holding FCX

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Partnervest Advisory Services's FCX Position: Q3 2017 in Review

Partnervest Advisory Services sold out of Freeport-McMoran (FCX) in Q3 2017, closing a stake of 10,272 shares — an estimated $123K sold.

Partnervest Advisory Services first reported a position in FCX in Q2 2013 and held it in 7 quarters. The position peaked at $500K in Q3 2013. 709 funds tracked by Wall St. Rank hold FCX as of Q3 2017.

Partnervest Advisory Services reported no remaining Freeport-McMoran position as of Q3 2017 after selling out during the quarter.
Partnervest Advisory Services sold 10,272 Freeport-McMoran shares in Q3 2017, an estimated $123K.
Partnervest Advisory Services first reported a position in Freeport-McMoran in Q2 2013 and held it in 7 quarters.
Partnervest Advisory Services's Freeport-McMoran position peaked at $500K in Q3 2013.
709 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2017.

Based on Partnervest Advisory Services's 13F filing for Q3 2017, filed 13 Nov 2017.