Security National Trust’s Freeport-McMoran FCX Stock Holding History

Security National Trust’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 Q3	–	Sell	-1,614	Closed	-$28K	–	381
2018 Q2	$28K	Hold	1,614	–	–	0.01%	289
2018 Q1	$28K	Buy	+1,614	New	+$30.3K	0.01%	284
2016 Q1	–	Sell	-2,201	Closed	-$15K	–	469
2015 Q4	$15K	Hold	2,201	–	–	0.01%	341
2015 Q3	$21K	Sell	2,201 -1,600	-42%	-$19.2K	0.01%	328
2015 Q2	$71K	Sell	3,801 -400	-10%	-$8.26K	0.03%	255
2015 Q1	$79K	Sell	4,201 -2,950	-41%	-$58.4K	0.03%	252
2014 Q4	$167K	Buy	7,151 +462	+7%	+$12.8K	0.06%	184
2014 Q3	$218K	Buy	6,689 +189	+3%	+$6.87K	0.09%	168
2014 Q2	$237K	Sell	6,500 -1,500	-19%	-$51.3K	0.09%	164
2014 Q1	$265K	Hold	8,000	–	–	0.11%	151
2013 Q4	$302K	Buy	8,000 +300	+4%	+$10.6K	0.13%	137
2013 Q3	$255K	Hold	7,700	–	–	0.11%	141
2013 Q2	$213K	Buy	+7,700	New	+$235K	0.1%	148

Other funds holding FCX

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

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

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

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Security National Trust's FCX Position: Q3 2018 in Review

Security National Trust sold out of Freeport-McMoran (FCX) in Q3 2018, closing a stake of 1,614 shares — an estimated $28K sold.

Security National Trust first reported a position in FCX in Q2 2013 and held it in 13 quarters. The position peaked at $302K in Q4 2013. 755 funds tracked by Wall St. Rank hold FCX as of Q3 2018.

Security National Trust reported no remaining Freeport-McMoran position as of Q3 2018 after selling out during the quarter.
Security National Trust sold 1,614 Freeport-McMoran shares in Q3 2018, an estimated $28K.
Security National Trust first reported a position in Freeport-McMoran in Q2 2013 and held it in 13 quarters.
Security National Trust's Freeport-McMoran position peaked at $302K in Q4 2013.
755 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2018.

Based on Security National Trust's 13F filing for Q3 2018, filed 2 Nov 2018.