WSA
FCX icon

Willow Street Advisors’s Freeport-McMoran FCX Stock Holding History

Willow Street 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
2013
Q4 		$309K Hold
8,175
– – 0.17% 120
2013
Q3 		$270K Hold
8,175
– – 0.17% 124
2013
Q2 		$226K Buy
+8,175
New +$250K 0.15% 136

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Willow Street Advisors's FCX Position: Q4 2013 in Review

Willow Street Advisors held its Freeport-McMoran (FCX) position steady in Q4 2013 at 8,175 shares worth $309K. The position accounts for 0.17% of the portfolio, ranked #120.

Willow Street Advisors first reported a position in FCX in Q2 2013 and has held it in 3 quarters since. 965 funds tracked by Wall St. Rank hold FCX as of Q4 2013.

  • Willow Street Advisors held 8,175 shares of Freeport-McMoran worth $309K as of Q4 2013.
  • Willow Street Advisors left its Freeport-McMoran share count unchanged in Q4 2013.
  • Freeport-McMoran made up 0.17% of Willow Street Advisors's portfolio in Q4 2013, its #120 holding.
  • Willow Street Advisors first reported a position in Freeport-McMoran in Q2 2013 and has held it in 3 quarters since.
  • 965 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.