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Patriot Wealth Management’s Freeport-McMoran FCX Stock Holding History

Patriot Wealth 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
2018
Q1 		– Sell
-191,626
Closed -$3.63M – 85
2017
Q4 		$3.63M Buy
191,626
+2,530
+1% +$38.2K 0.51% 61
2017
Q3 		$2.65M Buy
+189,096
New +$2.66M 0.43% 61

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Wealth Management's FCX Position: Q1 2018 in Review

Patriot Wealth Management sold out of Freeport-McMoran (FCX) in Q1 2018, closing a stake of 191,626 shares — an estimated $3.63M sold.

Patriot Wealth Management first reported a position in FCX in Q3 2017 and held it in 2 quarters. The position peaked at $3.63M in Q4 2017. 786 funds tracked by Wall St. Rank hold FCX as of Q1 2018.

  • Patriot Wealth Management reported no remaining Freeport-McMoran position as of Q1 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 191,626 Freeport-McMoran shares in Q1 2018, an estimated $3.63M.
  • Patriot Wealth Management first reported a position in Freeport-McMoran in Q3 2017 and held it in 2 quarters.
  • Patriot Wealth Management's Freeport-McMoran position peaked at $3.63M in Q4 2017.
  • 786 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2018.

Based on Patriot Wealth Management's 13F filing for Q1 2018, filed 19 Apr 2018.