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Smith Hayes Advisers’s Freeport-McMoran FCX Stock Holding History

Smith Hayes Advisers’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
-9,499
Closed -$310K – 315
2014
Q3 		$310K Buy
9,499
+1,504
+19% +$54.6K 0.07% 235
2014
Q2 		$292K Buy
7,995
+505
+7% +$17.3K 0.07% 235
2014
Q1 		$248K Sell
7,490
-1,935
-21% -$64.4K 0.06% 243
2013
Q4 		$356K Buy
9,425
+687
+8% +$24.4K 0.12% 182
2013
Q3 		$289K Buy
+8,738
New +$267K 0.11% 187

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Fidelity Investments
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
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Smith Hayes Advisers's FCX Position: Q4 2014 in Review

Smith Hayes Advisers sold out of Freeport-McMoran (FCX) in Q4 2014, closing a stake of 9,499 shares — an estimated $310K sold.

Smith Hayes Advisers first reported a position in FCX in Q3 2013 and held it in 5 quarters. The position peaked at $356K in Q4 2013. 860 funds tracked by Wall St. Rank hold FCX as of Q4 2014.

  • Smith Hayes Advisers reported no remaining Freeport-McMoran position as of Q4 2014 after selling out during the quarter.
  • Smith Hayes Advisers sold 9,499 Freeport-McMoran shares in Q4 2014, an estimated $310K.
  • Smith Hayes Advisers first reported a position in Freeport-McMoran in Q3 2013 and held it in 5 quarters.
  • Smith Hayes Advisers's Freeport-McMoran position peaked at $356K in Q4 2013.
  • 860 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2014.

Based on Smith Hayes Advisers's 13F filing for Q4 2014, filed 13 Feb 2015.