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Willingdon Wealth Management’s Freeport-McMoran FCX Stock Holding History

Willingdon Wealth 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
2020
Q1 		– Sell
-296
Closed -$4K – 324
2019
Q4 		$4K Buy
+296
New +$3.25K ﹤0.01% 287

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Fisher Asset Management
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IC
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Willingdon Wealth Management's FCX Position: Q1 2020 in Review

Willingdon Wealth Management sold out of Freeport-McMoran (FCX) in Q1 2020, closing a stake of 296 shares — an estimated $4K sold.

Willingdon Wealth Management first reported a position in FCX in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 666 funds tracked by Wall St. Rank hold FCX as of Q1 2020.

  • Willingdon Wealth Management reported no remaining Freeport-McMoran position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 296 Freeport-McMoran shares in Q1 2020, an estimated $4K.
  • Willingdon Wealth Management first reported a position in Freeport-McMoran in Q4 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Freeport-McMoran position peaked at $4K in Q4 2019.
  • 666 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.