Private Wealth Advisors (Pennsylvania)’s Freeport-McMoran FCX Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2014 Q4	–	Sell	-10,920	Closed	-$357K	–	122
2014 Q3	$357K	Buy	10,920 +4	+0%	+$145	0.19%	94
2014 Q2	$398K	Buy	10,916 +304	+3%	+$10.4K	0.2%	92
2014 Q1	$351K	Sell	10,612 -891	-8%	-$29.7K	0.19%	95
2013 Q4	$434K	Sell	11,503 -1,451	-11%	-$51.4K	0.24%	87
2013 Q3	$429K	Sell	12,954 -1,134	-8%	-$34.7K	0.25%	82
2013 Q2	$389K	Buy	+14,088	New	+$430K	0.24%	83

Other funds holding FCX

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Private Wealth Advisors (Pennsylvania)'s FCX Position: Q4 2014 in Review

Private Wealth Advisors (Pennsylvania) sold out of Freeport-McMoran (FCX) in Q4 2014, closing a stake of 10,920 shares — an estimated $357K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in FCX in Q2 2013 and held it in 6 quarters. The position peaked at $434K in Q4 2013. 860 funds tracked by Wall St. Rank hold FCX as of Q4 2014.

Private Wealth Advisors (Pennsylvania) reported no remaining Freeport-McMoran position as of Q4 2014 after selling out during the quarter.
Private Wealth Advisors (Pennsylvania) sold 10,920 Freeport-McMoran shares in Q4 2014, an estimated $357K.
Private Wealth Advisors (Pennsylvania) first reported a position in Freeport-McMoran in Q2 2013 and held it in 6 quarters.
Private Wealth Advisors (Pennsylvania)'s Freeport-McMoran position peaked at $434K in Q4 2013.
860 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2014.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2014, filed 9 Feb 2015.