Spero-Smith Investment Advisers’s Freeport-McMoran FCX Stock Holding History

Spero-Smith Investment 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	-16,842	Closed	-$549K	–	46
2014 Q3	$549K	Sell	16,842 -259	-2%	-$9.41K	0.64%	34
2014 Q2	$624K	Sell	17,101 -105	-0.6%	-$3.59K	0.71%	33
2014 Q1	$569K	Sell	17,206 -195	-1%	-$6.49K	0.67%	33
2013 Q4	$656K	Sell	17,401 -330	-2%	-$11.7K	0.75%	33
2013 Q3	$587K	Sell	17,731 -88	-0.5%	-$2.69K	0.73%	33
2013 Q2	$491K	Buy	+17,819	New	+$544K	0.61%	33

Other funds holding FCX

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

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

Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return

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

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

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

Spero-Smith Investment Advisers's FCX Position: Q4 2014 in Review

Spero-Smith Investment Advisers sold out of Freeport-McMoran (FCX) in Q4 2014, closing a stake of 16,842 shares — an estimated $549K sold.

Spero-Smith Investment Advisers first reported a position in FCX in Q2 2013 and held it in 6 quarters. The position peaked at $656K in Q4 2013. 860 funds tracked by Wall St. Rank hold FCX as of Q4 2014.

Spero-Smith Investment Advisers reported no remaining Freeport-McMoran position as of Q4 2014 after selling out during the quarter.
Spero-Smith Investment Advisers sold 16,842 Freeport-McMoran shares in Q4 2014, an estimated $549K.
Spero-Smith Investment Advisers first reported a position in Freeport-McMoran in Q2 2013 and held it in 6 quarters.
Spero-Smith Investment Advisers's Freeport-McMoran position peaked at $656K in Q4 2013.
860 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2014.

Based on Spero-Smith Investment Advisers's 13F filing for Q4 2014, filed 17 Feb 2015.