SSWM
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Sheets Smith Wealth Management’s Freeport-McMoran FCX Stock Holding History

Sheets Smith 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
-55,500
Closed -$1.05M – 323
2017
Q4 		$1.05M Sell
55,500
-3,000
-5% -$45.3K 0.25% 114
2017
Q3 		$821K Hold
58,500
– – 0.21% 133
2017
Q2 		$703K Hold
58,500
– – 0.19% 140
2017
Q1 		$782K Hold
58,500
– – 0.21% 137
2016
Q4 		$772K Buy
+58,500
New +$748K 0.22% 135
2014
Q4 		– Sell
-17,982
Closed -$587K – 258
2014
Q3 		$587K Sell
17,982
-2,911
-14% -$106K 0.16% 162
2014
Q2 		$763K Buy
20,893
+862
+4% +$29.5K 0.2% 151
2014
Q1 		$662K Buy
20,031
+179
+0.9% +$5.96K 0.19% 149
2013
Q4 		$749K Buy
+19,852
New +$704K 0.21% 134

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 $5.7T 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