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WFG Advisors’s Freeport-McMoran FCX Stock Holding History

WFG Advisors’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
2017
Q2 		$714K Sell
59,449
-15,674
-21% -$190K 0.16% 151
2017
Q1 		$1M Buy
75,123
+11,320
+18% +$163K 0.27% 87
2016
Q4 		$842K Sell
63,803
-493
-0.8% -$6.31K 0.21% 120
2016
Q3 		$698K Buy
64,296
+41,699
+185% +$480K 0.17% 145
2016
Q2 		$252K Sell
22,597
-119
-0.5% -$1.32K 0.07% 276
2016
Q1 		$235K Buy
22,716
+5,444
+32% +$38.2K 0.07% 268
2015
Q4 		$117K Sell
17,272
-5,172
-23% -$49.3K 0.04% 429
2015
Q3 		$217K Sell
22,444
-1,665
-7% -$20K 0.07% 275
2015
Q2 		$449K Buy
24,109
+8,183
+51% +$169K 0.12% 183
2015
Q1 		$302K Sell
15,926
-5,716
-26% -$113K 0.08% 252
2014
Q4 		$506K Sell
21,642
-11,530
-35% -$318K 0.1% 218
2014
Q3 		$1.08M Sell
33,172
-1,050
-3% -$38.2K 0.21% 113
2014
Q2 		$1.25M Sell
34,222
-5,772
-14% -$198K 0.23% 99
2014
Q1 		$1.32M Sell
39,994
-3,408
-8% -$113K 0.27% 76
2013
Q4 		$1.64M Buy
43,402
+20,671
+91% +$733K 0.23% 102
2013
Q3 		$752K Buy
22,731
+3,444
+18% +$105K 0.12% 202
2013
Q2 		$533K Buy
+19,287
New +$589K 0.09% 251

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WFG Advisors's FCX Position: Q2 2017 in Review

WFG Advisors reduced its Freeport-McMoran (FCX) stake by 21% in Q2 2017, selling an estimated $190K and leaving 59,449 shares worth $714K. The position accounts for 0.16% of the portfolio, ranked #151.

WFG Advisors first reported a position in FCX in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.64M in Q4 2013. 675 funds tracked by Wall St. Rank hold FCX as of Q2 2017.

  • WFG Advisors held 59,449 shares of Freeport-McMoran worth $714K as of Q2 2017.
  • WFG Advisors sold 15,674 Freeport-McMoran shares in Q2 2017, an estimated $190K.
  • Freeport-McMoran made up 0.16% of WFG Advisors's portfolio in Q2 2017, its #151 holding.
  • WFG Advisors first reported a position in Freeport-McMoran in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Freeport-McMoran position peaked at $1.64M in Q4 2013.
  • 675 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.