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WESPAC Advisors SoCal’s Freeport-McMoran FCX Stock Holding History

WESPAC Advisors SoCal’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
2016
Q4 		– Sell
-216
Closed -$2.35K – 266
2016
Q3 		$2.35K Buy
+216
New +$2.48K ﹤0.01% 247

Other funds holding FCX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WESPAC Advisors SoCal's FCX Position: Q4 2016 in Review

WESPAC Advisors SoCal sold out of Freeport-McMoran (FCX) in Q4 2016, closing a stake of 216 shares — an estimated $2.35K sold.

WESPAC Advisors SoCal first reported a position in FCX in Q3 2016 and held it in 1 quarter. The position peaked at $2.35K in Q3 2016. 714 funds tracked by Wall St. Rank hold FCX as of Q4 2016.

  • WESPAC Advisors SoCal reported no remaining Freeport-McMoran position as of Q4 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 216 Freeport-McMoran shares in Q4 2016, an estimated $2.35K.
  • WESPAC Advisors SoCal first reported a position in Freeport-McMoran in Q3 2016 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Freeport-McMoran position peaked at $2.35K in Q3 2016.
  • 714 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2016, filed 13 Feb 2017.