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Vontobel Swiss Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

Vontobel Swiss 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
Q1 		– Sell
-3,510
Closed -$82K – 63
2014
Q4 		$82K Buy
+3,510
New +$96.9K 0.06% 43

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's FCX Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of Freeport-McMoran (FCX) in Q1 2015, closing a stake of 3,510 shares — an estimated $82K sold.

Vontobel Swiss Wealth Advisors first reported a position in FCX in Q4 2014 and held it in 1 quarter. The position peaked at $82K in Q4 2014. 774 funds tracked by Wall St. Rank hold FCX as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining Freeport-McMoran position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 3,510 Freeport-McMoran shares in Q1 2015, an estimated $82K.
  • Vontobel Swiss Wealth Advisors first reported a position in Freeport-McMoran in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's Freeport-McMoran position peaked at $82K in Q4 2014.
  • 774 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.