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Summit Financial Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q4 		– Sell
-1,000
Closed -$9K – 148
2015
Q3 		$9K Buy
+1,000
New +$12K 0.01% 190
2015
Q1 		– Sell
-600
Closed -$14K – 238
2014
Q4 		$14K Buy
+600
New +$16.6K 0.01% 191

Other funds holding FCX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Summit Financial Wealth Advisors's FCX Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Freeport-McMoran (FCX) in Q4 2015, closing a stake of 1,000 shares — an estimated $9K sold.

Summit Financial Wealth Advisors first reported a position in FCX in Q4 2014 and held it in 2 quarters. The position peaked at $14K in Q4 2014. 700 funds tracked by Wall St. Rank hold FCX as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Freeport-McMoran position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,000 Freeport-McMoran shares in Q4 2015, an estimated $9K.
  • Summit Financial Wealth Advisors first reported a position in Freeport-McMoran in Q4 2014 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's Freeport-McMoran position peaked at $14K in Q4 2014.
  • 700 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.