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WealthSource Partners’s Freeport-McMoran FCX Stock Holding History

WealthSource Partners’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
2019
Q3 		– Sell
-12,306
Closed -$143K – 435
2019
Q2 		$143K Buy
+12,306
New +$143K 0.02% 437
2019
Q1 		– Sell
-11,787
Closed -$122K – 354
2018
Q4 		$122K Buy
+11,787
New +$138K 0.04% 294
2016
Q3 		– Sell
-13,922
Closed -$155K – 273
2016
Q2 		$155K Buy
+13,922
New +$154K 0.06% 250

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthSource Partners's FCX Position: Q3 2019 in Review

WealthSource Partners sold out of Freeport-McMoran (FCX) in Q3 2019, closing a stake of 12,306 shares — an estimated $143K sold.

WealthSource Partners first reported a position in FCX in Q2 2016 and held it in 3 quarters. The position peaked at $155K in Q2 2016. 659 funds tracked by Wall St. Rank hold FCX as of Q3 2019.

  • WealthSource Partners reported no remaining Freeport-McMoran position as of Q3 2019 after selling out during the quarter.
  • WealthSource Partners sold 12,306 Freeport-McMoran shares in Q3 2019, an estimated $143K.
  • WealthSource Partners first reported a position in Freeport-McMoran in Q2 2016 and held it in 3 quarters.
  • WealthSource Partners's Freeport-McMoran position peaked at $155K in Q2 2016.
  • 659 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2019.

Based on WealthSource Partners's 13F filing for Q3 2019, filed 15 Nov 2019.