Triangle Securities Wealth Management’s Freeport-McMoran FCX Stock Holding History

Triangle Securities 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
2015 Q4	–	Sell	-16,624	Closed	-$161K	–	122
2015 Q3	$161K	Sell	16,624 -3,495	-17%	-$41.9K	0.12%	132
2015 Q2	$375K	Sell	20,119 -6,077	-23%	-$125K	0.27%	97
2015 Q1	$496K	Sell	26,196 -2,503	-9%	-$49.5K	0.34%	85
2014 Q4	$670K	Sell	28,699 -12,030	-30%	-$332K	0.48%	70
2014 Q3	$1.33M	Hold	40,729	–	–	1.02%	34
2014 Q2	$1.49M	Sell	40,729 -5,574	-12%	-$191K	1.14%	25
2014 Q1	$1.53M	Buy	46,303 +5,882	+15%	+$196K	1.38%	21
2013 Q4	$1.52M	Buy	40,421 +903	+2%	+$32K	1.24%	23
2013 Q3	$1.31M	Sell	39,518 -7,170	-15%	-$219K	1.14%	27
2013 Q2	$1.29M	Buy	+46,688	New	+$1.42M	0.95%	29

Other funds holding FCX

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Triangle Securities Wealth Management's FCX Position: Q4 2015 in Review

Triangle Securities Wealth Management sold out of Freeport-McMoran (FCX) in Q4 2015, closing a stake of 16,624 shares — an estimated $161K sold.

Triangle Securities Wealth Management first reported a position in FCX in Q2 2013 and held it in 10 quarters. The position peaked at $1.53M in Q1 2014. 700 funds tracked by Wall St. Rank hold FCX as of Q4 2015.

Triangle Securities Wealth Management reported no remaining Freeport-McMoran position as of Q4 2015 after selling out during the quarter.
Triangle Securities Wealth Management sold 16,624 Freeport-McMoran shares in Q4 2015, an estimated $161K.
Triangle Securities Wealth Management first reported a position in Freeport-McMoran in Q2 2013 and held it in 10 quarters.
Triangle Securities Wealth Management's Freeport-McMoran position peaked at $1.53M in Q1 2014.
700 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2015.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2015, filed 28 Jan 2016.