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Torch Wealth Management’s Freeport-McMoran FCX Stock Holding History

Torch 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
-1,702
Closed -$62K – 148
2014
Q2 		$62K Hold
1,702
– – 0.04% 147
2014
Q1 		$56K Sell
1,702
-100
-6% -$3.33K 0.04% 147
2013
Q4 		$68K Buy
+1,802
New +$63.9K 0.05% 126

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

Torch Wealth Management's FCX Position: Q3 2014 in Review

Torch Wealth Management sold out of Freeport-McMoran (FCX) in Q3 2014, closing a stake of 1,702 shares — an estimated $62K sold.

Torch Wealth Management first reported a position in FCX in Q4 2013 and held it in 3 quarters. The position peaked at $68K in Q4 2013. 917 funds tracked by Wall St. Rank hold FCX as of Q3 2014.

  • Torch Wealth Management reported no remaining Freeport-McMoran position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 1,702 Freeport-McMoran shares in Q3 2014, an estimated $62K.
  • Torch Wealth Management first reported a position in Freeport-McMoran in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Freeport-McMoran position peaked at $68K in Q4 2013.
  • 917 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.