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WealthTrust-Arizona’s Freeport-McMoran FCX Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$32K Buy
3,063
+57
+2% +$665 0.02% 195
2018
Q3 		$42K Buy
3,006
+121
+4% +$1.83K 0.02% 186
2018
Q2 		$50K Sell
2,885
-101
-3% -$1.71K 0.03% 150
2018
Q1 		$52K Buy
2,986
+82
+3% +$1.54K 0.03% 154
2017
Q4 		$55K Hold
2,904
– – 0.03% 157
2017
Q3 		$41K Hold
2,904
– – 0.02% 185
2017
Q2 		$35K Sell
2,904
-14,500
-83% -$176K 0.02% 194
2017
Q1 		$233K Buy
17,404
+1,477
+9% +$21.2K 0.13% 60
2016
Q4 		$210K Buy
15,927
+12,845
+417% +$164K 0.12% 61
2016
Q3 		$33K Buy
3,082
+188
+6% +$2.16K 0.02% 187
2016
Q2 		$32K Sell
2,894
-28,409
-91% -$315K 0.02% 189
2016
Q1 		$324K Buy
31,303
+30,617
+4,463% +$215K 0.21% 46
2015
Q4 		$5K Sell
686
-1,899
-73% -$18.1K ﹤0.01% 482
2015
Q3 		$25K Buy
2,585
+2,264
+705% +$27.2K 0.02% 222
2015
Q2 		$6K Sell
321
-21
-6% -$434 ﹤0.01% 471
2015
Q1 		$6K Sell
342
-3
-0.9% -$59 ﹤0.01% 484
2014
Q4 		$8K Sell
345
-961
-74% -$26.5K 0.01% 426
2014
Q3 		$43K Hold
1,306
– – 0.05% 173
2014
Q2 		$48K Buy
1,306
+170
+15% +$5.82K 0.05% 168
2014
Q1 		$38K Buy
1,136
+400
+54% +$13.3K 0.04% 193
2013
Q4 		$28K Sell
736
-11
-1% -$390 0.03% 221
2013
Q3 		$25K Buy
747
+200
+37% +$6.11K 0.03% 215
2013
Q2 		$15K Buy
+547
New +$16.7K 0.02% 267

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthTrust-Arizona's FCX Position: Q4 2018 in Review

WealthTrust-Arizona increased its Freeport-McMoran (FCX) stake by 1.9% in Q4 2018, buying an estimated $665 and bringing the position to 3,063 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #195.

WealthTrust-Arizona first reported a position in FCX in Q2 2013 and has held it in 23 quarters since. The position peaked at $324K in Q1 2016. 766 funds tracked by Wall St. Rank hold FCX as of Q4 2018.

  • WealthTrust-Arizona held 3,063 shares of Freeport-McMoran worth $32K as of Q4 2018.
  • WealthTrust-Arizona bought 57 Freeport-McMoran shares in Q4 2018, an estimated $665.
  • Freeport-McMoran made up 0.02% of WealthTrust-Arizona's portfolio in Q4 2018, its #195 holding.
  • WealthTrust-Arizona first reported a position in Freeport-McMoran in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's Freeport-McMoran position peaked at $324K in Q1 2016.
  • 766 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.