Windsor Financial Group’s Freeport-McMoran FCX Stock Holding History

Windsor Financial Group’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	$240K	Hold	20,000	–	–	0.11%	62
2017 Q1	$267K	Hold	20,000	–	–	0.12%	62
2016 Q4	$264K	Hold	20,000	–	–	0.12%	64
2016 Q3	$217K	Hold	20,000	–	–	0.1%	71
2016 Q2	$223K	Hold	20,000	–	–	0.1%	71
2016 Q1	$207K	Hold	20,000	–	–	0.09%	73
2015 Q4	$135K	Hold	20,000	–	–	0.07%	76
2015 Q3	$194K	Hold	20,000	–	–	0.09%	76
2015 Q2	$372K	Hold	20,000	–	–	0.16%	69
2015 Q1	$379K	Buy	+20,000	New	+$396K	0.17%	68

Other funds holding FCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Windsor Financial Group's FCX Position: Q2 2017 in Review

Windsor Financial Group held its Freeport-McMoran (FCX) position steady in Q2 2017 at 20,000 shares worth $240K. The position accounts for 0.11% of the portfolio, ranked #62.

Windsor Financial Group first reported a position in FCX in Q1 2015 and has held it in 10 quarters since. The position peaked at $379K in Q1 2015. 675 funds tracked by Wall St. Rank hold FCX as of Q2 2017.

Windsor Financial Group held 20,000 shares of Freeport-McMoran worth $240K as of Q2 2017.
Windsor Financial Group left its Freeport-McMoran share count unchanged in Q2 2017.
Freeport-McMoran made up 0.11% of Windsor Financial Group's portfolio in Q2 2017, its #62 holding.
Windsor Financial Group first reported a position in Freeport-McMoran in Q1 2015 and has held it in 10 quarters since.
Windsor Financial Group's Freeport-McMoran position peaked at $379K in Q1 2015.
675 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2017.

Based on Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.