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

Smith Salley 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
2014
Q4 		– Sell
-7,554
Closed -$247K – 172
2014
Q3 		$247K Sell
7,554
-6,222
-45% -$226K 0.07% 154
2014
Q2 		$503K Buy
+13,776
New +$472K 0.13% 130

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 Salley Wealth Management's FCX Position: Q4 2014 in Review

Smith Salley Wealth Management sold out of Freeport-McMoran (FCX) in Q4 2014, closing a stake of 7,554 shares — an estimated $247K sold.

Smith Salley Wealth Management first reported a position in FCX in Q2 2014 and held it in 2 quarters. The position peaked at $503K in Q2 2014. 860 funds tracked by Wall St. Rank hold FCX as of Q4 2014.

  • Smith Salley Wealth Management reported no remaining Freeport-McMoran position as of Q4 2014 after selling out during the quarter.
  • Smith Salley Wealth Management sold 7,554 Freeport-McMoran shares in Q4 2014, an estimated $247K.
  • Smith Salley Wealth Management first reported a position in Freeport-McMoran in Q2 2014 and held it in 2 quarters.
  • Smith Salley Wealth Management's Freeport-McMoran position peaked at $503K in Q2 2014.
  • 860 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2014.

Based on Smith Salley Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.