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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's FCX Position: Q1 2018 in Review

Sheets Smith Wealth Management sold out of Freeport-McMoran (FCX) in Q1 2018, closing a stake of 55,500 shares — an estimated $1.05M sold.

Sheets Smith Wealth Management first reported a position in FCX in Q4 2013 and held it in 9 quarters. The position peaked at $1.05M in Q4 2017. 787 funds tracked by Wall St. Rank hold FCX as of Q1 2018.

Sheets Smith Wealth Management reported no remaining Freeport-McMoran position as of Q1 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 55,500 Freeport-McMoran shares in Q1 2018, an estimated $1.05M.
Sheets Smith Wealth Management first reported a position in Freeport-McMoran in Q4 2013 and held it in 9 quarters.
Sheets Smith Wealth Management's Freeport-McMoran position peaked at $1.05M in Q4 2017.
787 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2018, filed 9 Apr 2018.