ST
FCX icon

Stifel Trust’s Freeport-McMoran FCX Stock Holding History

Stifel Trust’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
Q3 		$144K Sell
4,400
-2,800
-39% -$102K 0.03% 202
2014
Q2 		$263K Hold
7,200
– – 0.05% 163
2014
Q1 		$239K Sell
7,200
-7,400
-51% -$246K 0.05% 168
2013
Q4 		$552K Hold
14,600
– – 0.1% 134
2013
Q3 		$483K Sell
14,600
-480
-3% -$14.7K 0.1% 138
2013
Q2 		$417K Buy
+15,080
New +$460K 0.09% 138

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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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
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

Stifel Trust's FCX Position: Q3 2014 in Review

Stifel Trust reduced its Freeport-McMoran (FCX) stake by 39% in Q3 2014, selling an estimated $102K and leaving 4,400 shares worth $144K. The position accounts for 0.03% of the portfolio, ranked #202.

Stifel Trust first reported a position in FCX in Q2 2013 and has held it in 6 quarters since. The position peaked at $552K in Q4 2013. 917 funds tracked by Wall St. Rank hold FCX as of Q3 2014.

  • Stifel Trust held 4,400 shares of Freeport-McMoran worth $144K as of Q3 2014.
  • Stifel Trust sold 2,800 Freeport-McMoran shares in Q3 2014, an estimated $102K.
  • Freeport-McMoran made up 0.03% of Stifel Trust's portfolio in Q3 2014, its #202 holding.
  • Stifel Trust first reported a position in Freeport-McMoran in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Freeport-McMoran position peaked at $552K in Q4 2013.
  • 917 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.