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Sterneck Capital Management’s Freeport-McMoran FCX Stock Holding History

Sterneck Capital 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
Q2 		– Sell
-32,464
Closed -$1.07M – 135
2014
Q1 		$1.07M Sell
32,464
-7,974
-20% -$265K 0.58% 56
2013
Q4 		$1.53M Buy
40,438
+630
+2% +$22.3K 0.92% 40
2013
Q3 		$1.32M Sell
39,808
-2,467
-6% -$75.4K 0.83% 43
2013
Q2 		$1.17M Buy
+42,275
New +$1.29M 0.74% 44

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Sterneck Capital Management's FCX Position: Q2 2014 in Review

Sterneck Capital Management sold out of Freeport-McMoran (FCX) in Q2 2014, closing a stake of 32,464 shares — an estimated $1.07M sold.

Sterneck Capital Management first reported a position in FCX in Q2 2013 and held it in 4 quarters. The position peaked at $1.53M in Q4 2013. 949 funds tracked by Wall St. Rank hold FCX as of Q2 2014.

  • Sterneck Capital Management reported no remaining Freeport-McMoran position as of Q2 2014 after selling out during the quarter.
  • Sterneck Capital Management sold 32,464 Freeport-McMoran shares in Q2 2014, an estimated $1.07M.
  • Sterneck Capital Management first reported a position in Freeport-McMoran in Q2 2013 and held it in 4 quarters.
  • Sterneck Capital Management's Freeport-McMoran position peaked at $1.53M in Q4 2013.
  • 949 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2014.

Based on Sterneck Capital Management's 13F filing for Q2 2014, filed 15 Aug 2014.