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Wheatland Advisors’s Freeport-McMoran FCX Stock Holding History

Wheatland 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
2019
Q4 		– Sell
-16,458
Closed -$158K – 93
2019
Q3 		$158K Sell
16,458
-4,500
-21% -$46.2K 0.14% 96
2019
Q2 		$243K Sell
20,958
-49
-0.2% -$570 0.18% 93
2019
Q1 		$271K Sell
21,007
-500
-2% -$6.05K 0.21% 89
2018
Q4 		$222K Sell
21,507
-1,199
-5% -$14K 0.19% 87
2018
Q3 		$316K Buy
22,706
+500
+2% +$7.55K 0.24% 85
2018
Q2 		$383K Hold
22,206
– – 0.31% 78
2018
Q1 		$390K Hold
22,206
– – 0.32% 77
2017
Q4 		$421K Sell
22,206
-2,300
-9% -$34.7K 0.34% 76
2017
Q3 		$344K Sell
24,506
-400
-2% -$5.62K 0.29% 80
2017
Q2 		$299K Sell
24,906
-1,000
-4% -$12.1K 0.27% 82
2017
Q1 		$346K Sell
25,906
-3,150
-11% -$45.3K 0.31% 76
2016
Q4 		$383K Sell
29,056
-7,000
-19% -$89.6K 0.34% 70
2016
Q3 		$392K Sell
36,056
-500
-1% -$5.75K 0.37% 68
2016
Q2 		$407K Sell
36,556
-500
-1% -$5.54K 0.39% 66
2016
Q1 		$383K Sell
37,056
-600
-2% -$4.21K 0.39% 68
2015
Q4 		$255K Sell
37,656
-7,699
-17% -$73.3K 0.26% 77
2015
Q3 		$439K Sell
45,355
-1,400
-3% -$16.8K 0.48% 63
2015
Q2 		$871K Sell
46,755
-150
-0.3% -$3.1K 0.84% 43
2015
Q1 		$889K Sell
46,905
-698
-1% -$13.8K 0.89% 39
2014
Q4 		$1.11M Sell
47,603
-7,854
-14% -$217K 1.08% 37
2014
Q3 		$1.81M Sell
55,457
-1,097
-2% -$39.9K 1.81% 22
2014
Q2 		$989K Buy
56,554
+804
+1% +$27.5K 0.9% 49
2014
Q1 		$1.84M Buy
55,750
+2,800
+5% +$93.2K 1.88% 20
2013
Q4 		$2M Buy
+52,950
New +$1.88M 2.09% 13

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wheatland Advisors's FCX Position: Q4 2019 in Review

Wheatland Advisors sold out of Freeport-McMoran (FCX) in Q4 2019, closing a stake of 16,458 shares — an estimated $158K sold.

Wheatland Advisors first reported a position in FCX in Q4 2013 and held it in 24 quarters. The position peaked at $2M in Q4 2013. 704 funds tracked by Wall St. Rank hold FCX as of Q4 2019.

  • Wheatland Advisors reported no remaining Freeport-McMoran position as of Q4 2019 after selling out during the quarter.
  • Wheatland Advisors sold 16,458 Freeport-McMoran shares in Q4 2019, an estimated $158K.
  • Wheatland Advisors first reported a position in Freeport-McMoran in Q4 2013 and held it in 24 quarters.
  • Wheatland Advisors's Freeport-McMoran position peaked at $2M in Q4 2013.
  • 704 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2019.

Based on Wheatland Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.