Rockefeller Financial Services’s Freeport-McMoran FCX Stock Holding History

Rockefeller Financial 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 Q4	$1K	Hold	36	–	–	﹤0.01%	517
2017 Q3	$1K	Hold	36	–	–	﹤0.01%	526
2017 Q2	$0	Hold	36	–	–	﹤0.01%	450
2017 Q1	$0	Hold	36	–	–	﹤0.01%	479
2016 Q4	$0	Buy	+36	New	+$461	﹤0.01%	515
2016 Q3	–	Sell	-810	Closed	-$9K	–	469
2016 Q2	$9K	Hold	810	–	–	﹤0.01%	441
2016 Q1	$8K	Hold	810	–	–	﹤0.01%	538
2015 Q4	$5K	Hold	810	–	–	﹤0.01%	507
2015 Q3	$8K	Sell	810 -13,931	-95%	-$167K	﹤0.01%	484
2015 Q2	$274K	Hold	14,741	–	–	0.01%	290
2015 Q1	$279K	Sell	14,741 -587	-4%	-$11.6K	0.01%	291
2014 Q4	$358K	Buy	15,328 +137	+0.9%	+$3.78K	0.01%	264
2014 Q3	$496K	Buy	15,191 +80	+0.5%	+$2.91K	0.01%	252
2014 Q2	$552K	Hold	15,111	–	–	0.01%	254
2014 Q1	$500K	Buy	15,111 +1,033	+7%	+$34.4K	0.01%	257
2013 Q4	$531K	Sell	14,078 -80	-0.6%	-$2.84K	0.01%	263
2013 Q3	$468K	Sell	14,158 -4,677	-25%	-$143K	0.01%	268
2013 Q2	$520K	Buy	+18,835	New	+$575K	0.01%	251

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockefeller Financial Services's FCX Position: Q4 2017 in Review

Rockefeller Financial Services held its Freeport-McMoran (FCX) position steady in Q4 2017 at 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Rockefeller Financial Services first reported a position in FCX in Q2 2013 and has held it in 18 quarters since. The position peaked at $552K in Q2 2014. 731 funds tracked by Wall St. Rank hold FCX as of Q4 2017.

Rockefeller Financial Services held 36 shares of Freeport-McMoran worth $1K as of Q4 2017.
Rockefeller Financial Services left its Freeport-McMoran share count unchanged in Q4 2017.
Freeport-McMoran made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #517 holding.
Rockefeller Financial Services first reported a position in Freeport-McMoran in Q2 2013 and has held it in 18 quarters since.
Rockefeller Financial Services's Freeport-McMoran position peaked at $552K in Q2 2014.
731 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.