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TCV Trust & Wealth Management’s Freeport-McMoran FCX Stock Holding History

TCV Trust & Wealth 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
Q3 		– Sell
-5,915
Closed -$216K – 170
2014
Q2 		$216K Buy
+5,915
New +$202K 0.04% 167
2014
Q1 		– Sell
-5,782
Closed -$218K – 169
2013
Q4 		$218K Buy
+5,782
New +$205K 0.04% 162

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

TCV Trust & Wealth Management's FCX Position: Q3 2014 in Review

TCV Trust & Wealth Management sold out of Freeport-McMoran (FCX) in Q3 2014, closing a stake of 5,915 shares — an estimated $216K sold.

TCV Trust & Wealth Management first reported a position in FCX in Q4 2013 and held it in 2 quarters. The position peaked at $218K in Q4 2013. 917 funds tracked by Wall St. Rank hold FCX as of Q3 2014.

  • TCV Trust & Wealth Management reported no remaining Freeport-McMoran position as of Q3 2014 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 5,915 Freeport-McMoran shares in Q3 2014, an estimated $216K.
  • TCV Trust & Wealth Management first reported a position in Freeport-McMoran in Q4 2013 and held it in 2 quarters.
  • TCV Trust & Wealth Management's Freeport-McMoran position peaked at $218K in Q4 2013.
  • 917 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2014.

Based on TCV Trust & Wealth Management's 13F filing for Q3 2014, filed 21 Oct 2014.