Waverton Investment Management
SCCO icon

Waverton Investment Management’s Southern Copper SCCO Stock Holding History

Waverton Investment Management’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-13,975
Closed -$437K – 71
2019
Q3 		$437K Sell
13,975
-1,172
-8% -$36.7K 0.02% 75
2019
Q2 		$539K Buy
15,147
+885
+6% +$30.4K 0.03% 76
2019
Q1 		$518K Buy
+14,262
New +$450K 0.03% 72
2017
Q4 		– Sell
-15,943
Closed -$581K – 80
2017
Q3 		$581K Buy
15,943
+173
+1% +$6.18K 0.04% 70
2017
Q2 		$500K Buy
15,770
+576
+4% +$18.5K 0.03% 72
2017
Q1 		$500K Sell
15,194
-77
-0.5% -$2.58K 0.03% 96
2016
Q4 		$447K Buy
+15,271
New +$425K 0.03% 105

Other funds holding SCCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Personal Capital Advisors
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Waverton Investment Management's SCCO Position: Q4 2019 in Review

Waverton Investment Management sold out of Southern Copper (SCCO) in Q4 2019, closing a stake of 13,975 shares — an estimated $437K sold.

Waverton Investment Management first reported a position in SCCO in Q4 2016 and held it in 7 quarters. The position peaked at $581K in Q3 2017. 294 funds tracked by Wall St. Rank hold SCCO as of Q4 2019.

  • Waverton Investment Management reported no remaining Southern Copper position as of Q4 2019 after selling out during the quarter.
  • Waverton Investment Management sold 13,975 Southern Copper shares in Q4 2019, an estimated $437K.
  • Waverton Investment Management first reported a position in Southern Copper in Q4 2016 and held it in 7 quarters.
  • Waverton Investment Management's Southern Copper position peaked at $581K in Q3 2017.
  • 294 funds tracked by Wall St. Rank held Southern Copper as of Q4 2019.

Based on Waverton Investment Management's 13F filing for Q4 2019, filed 22 Jan 2020.