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WealthTrust-Arizona’s Southern Copper SCCO Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$10K Buy
337
+4
+1% +$133 0.01% 371
2018
Q3 		$13K Buy
333
+3
+0.9% +$122 0.01% 371
2018
Q2 		$14K Buy
330
+1
+0.3% +$47 0.01% 339
2018
Q1 		$16K Buy
329
+3
+0.9% +$140 0.01% 329
2017
Q4 		$14K Sell
326
-42
-11% -$1.67K 0.01% 354
2017
Q3 		$13K Buy
368
+1
+0.3% +$36 0.01% 359
2017
Q2 		$12K Buy
367
+1
+0.3% +$32 0.01% 362
2017
Q1 		$12K Buy
366
+1
+0.3% +$33 0.01% 354
2016
Q4 		$11K Sell
365
-21
-5% -$584 0.01% 362
2016
Q3 		$9K Hold
386
– – 0.01% 388
2016
Q2 		$10K Buy
386
+109
+39% +$2.73K 0.01% 352
2016
Q1 		$7K Buy
277
+1
+0.4% +$23 ﹤0.01% 418
2015
Q4 		$7K Hold
276
– – ﹤0.01% 437
2015
Q3 		$7K Buy
276
+1
+0.4% +$25 ﹤0.01% 433
2015
Q2 		$7K Hold
275
– – ﹤0.01% 457
2015
Q1 		$7K Hold
275
– – ﹤0.01% 472
2014
Q4 		$7K Sell
275
-218
-44% -$5.81K 0.01% 449
2014
Q3 		$13K Hold
493
– – 0.01% 374
2014
Q2 		$14K Hold
493
– – 0.02% 358
2014
Q1 		$13K Hold
493
– – 0.01% 376
2013
Q4 		$13K Sell
493
-6
-1% -$149 0.02% 362
2013
Q3 		$12K Hold
499
– – 0.02% 330
2013
Q2 		$13K Buy
+499
New +$14.7K 0.02% 290

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

WealthTrust-Arizona increased its Southern Copper (SCCO) stake by 1.2% in Q4 2018, buying an estimated $133 and bringing the position to 337 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #371.

WealthTrust-Arizona first reported a position in SCCO in Q2 2013 and has held it in 23 quarters since. The position peaked at $16K in Q1 2018. 297 funds tracked by Wall St. Rank hold SCCO as of Q4 2018.

  • WealthTrust-Arizona held 337 shares of Southern Copper worth $10K as of Q4 2018.
  • WealthTrust-Arizona bought 4 Southern Copper shares in Q4 2018, an estimated $133.
  • Southern Copper made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #371 holding.
  • WealthTrust-Arizona first reported a position in Southern Copper in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's Southern Copper position peaked at $16K in Q1 2018.
  • 297 funds tracked by Wall St. Rank held Southern Copper as of Q4 2018.

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