WealthStone’s Southern Copper SCCO Stock Holding History

WealthStone’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 Q3	–	Sell	-13,372	Closed	-$476K	–	503
2019 Q2	$476K	Buy	+13,372	New	+$460K	0.21%	85

Other funds holding SCCO

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthStone's SCCO Position: Q3 2019 in Review

WealthStone sold out of Southern Copper (SCCO) in Q3 2019, closing a stake of 13,372 shares — an estimated $476K sold.

WealthStone first reported a position in SCCO in Q2 2019 and held it in 1 quarter. The position peaked at $476K in Q2 2019. 263 funds tracked by Wall St. Rank hold SCCO as of Q3 2019.

WealthStone reported no remaining Southern Copper position as of Q3 2019 after selling out during the quarter.
WealthStone sold 13,372 Southern Copper shares in Q3 2019, an estimated $476K.
WealthStone first reported a position in Southern Copper in Q2 2019 and held it in 1 quarter.
WealthStone's Southern Copper position peaked at $476K in Q2 2019.
263 funds tracked by Wall St. Rank held Southern Copper as of Q3 2019.

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