UF
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Univest Financial’s Freeport-McMoran FCX Stock Holding History

Univest Financial’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
Q2 		– Sell
-6,303
Closed -$208K – 81
2014
Q1 		$208K Sell
6,303
-40,038
-86% -$1.33M 0.1% 77
2013
Q4 		$1.75M Sell
46,341
-2,278
-5% -$80.8K 0.86% 56
2013
Q3 		$1.61M Buy
48,619
+252
+0.5% +$7.7K 0.86% 55
2013
Q2 		$1.33M Buy
+48,367
New +$1.48M 0.73% 56

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

Univest Financial's FCX Position: Q2 2014 in Review

Univest Financial sold out of Freeport-McMoran (FCX) in Q2 2014, closing a stake of 6,303 shares — an estimated $208K sold.

Univest Financial first reported a position in FCX in Q2 2013 and held it in 4 quarters. The position peaked at $1.75M in Q4 2013. 949 funds tracked by Wall St. Rank hold FCX as of Q2 2014.

  • Univest Financial reported no remaining Freeport-McMoran position as of Q2 2014 after selling out during the quarter.
  • Univest Financial sold 6,303 Freeport-McMoran shares in Q2 2014, an estimated $208K.
  • Univest Financial first reported a position in Freeport-McMoran in Q2 2013 and held it in 4 quarters.
  • Univest Financial's Freeport-McMoran position peaked at $1.75M in Q4 2013.
  • 949 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2014.

Based on Univest Financial's 13F filing for Q2 2014, filed 31 Jul 2014.