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Sterling Investment Management’s Freeport-McMoran FCX Stock Holding History

Sterling Investment 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
2017
Q1 		– Sell
-75,469
Closed -$995K – 47
2016
Q4 		$995K Sell
75,469
-2,567
-3% -$32.8K 1.42% 29
2016
Q3 		$847K Sell
78,036
-879
-1% -$10.1K 1.24% 30
2016
Q2 		$879K Sell
78,915
-2,580
-3% -$28.6K 1.2% 32
2016
Q1 		$843K Sell
81,495
-29,413
-27% -$207K 1.15% 34
2015
Q4 		$751K Sell
110,908
-3,818
-3% -$36.4K 0.65% 44
2015
Q3 		$1.11M Sell
114,726
-1,139
-1% -$13.7K 0.87% 39
2015
Q2 		$2.16M Buy
115,865
+5,535
+5% +$114K 1.62% 29
2015
Q1 		$2.09M Buy
+110,330
New +$2.18M 1.48% 31
2014
Q4 		– Sell
-72,272
Closed -$2.36M – 72
2014
Q3 		$2.36M Sell
72,272
-260
-0.4% -$9.45K 1.65% 23
2014
Q2 		$2.65M Sell
72,532
-900
-1% -$30.8K 1.86% 20
2014
Q1 		$2.43M Sell
73,432
-310
-0.4% -$10.3K 1.78% 23
2013
Q4 		$2.78M Sell
73,742
-990
-1% -$35.1K 2% 20
2013
Q3 		$2.47M Sell
74,732
-2,495
-3% -$76.2K 1.73% 22
2013
Q2 		$2.13M Buy
+77,227
New +$2.36M 1.51% 26

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Investment Management's FCX Position: Q1 2017 in Review

Sterling Investment Management sold out of Freeport-McMoran (FCX) in Q1 2017, closing a stake of 75,469 shares — an estimated $995K sold.

Sterling Investment Management first reported a position in FCX in Q2 2013 and held it in 14 quarters. The position peaked at $2.78M in Q4 2013. 718 funds tracked by Wall St. Rank hold FCX as of Q1 2017.

  • Sterling Investment Management reported no remaining Freeport-McMoran position as of Q1 2017 after selling out during the quarter.
  • Sterling Investment Management sold 75,469 Freeport-McMoran shares in Q1 2017, an estimated $995K.
  • Sterling Investment Management first reported a position in Freeport-McMoran in Q2 2013 and held it in 14 quarters.
  • Sterling Investment Management's Freeport-McMoran position peaked at $2.78M in Q4 2013.
  • 718 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2017.

Based on Sterling Investment Management's 13F filing for Q1 2017, filed 1 May 2017.