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Wellesley Asset Management’s Freeport-McMoran FCX Stock Holding History

Wellesley Asset Management’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
2015
Q1 		– Sell
-40,000
Closed -$934K – 76
2014
Q4 		$934K Buy
+40,000
New +$1.1M 0.05% 80

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State Street
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ClearBridge Investments
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wellesley Asset Management's FCX Position: Q1 2015 in Review

Wellesley Asset Management sold out of Freeport-McMoran (FCX) in Q1 2015, closing a stake of 40,000 shares — an estimated $934K sold.

Wellesley Asset Management first reported a position in FCX in Q4 2014 and held it in 1 quarter. The position peaked at $934K in Q4 2014. 773 funds tracked by Wall St. Rank hold FCX as of Q1 2015.

  • Wellesley Asset Management reported no remaining Freeport-McMoran position as of Q1 2015 after selling out during the quarter.
  • Wellesley Asset Management sold 40,000 Freeport-McMoran shares in Q1 2015, an estimated $934K.
  • Wellesley Asset Management first reported a position in Freeport-McMoran in Q4 2014 and held it in 1 quarter.
  • Wellesley Asset Management's Freeport-McMoran position peaked at $934K in Q4 2014.
  • 773 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2015.

Based on Wellesley Asset Management's 13F filing for Q1 2015, filed 8 May 2015.