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Capital Wealth Planning’s Fortuna Silver Mines FSM Stock Holding History

Capital Wealth Planning’s Portfolio FSM Stock Details FSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11,500
Closed -$27K – 139
2020
Q1 		$27K Buy
+11,500
New +$39K ﹤0.01% 234
2019
Q4 		– Sell
-11,500
Closed -$37K – 210
2019
Q3 		$37K Sell
11,500
-20,000
-63% -$73K ﹤0.01% 258
2019
Q2 		$90K Buy
+31,500
New +$91K 0.01% 252

Other funds holding FSM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
CI
CPMG Inc Dallas, Texas $37.1M AUM 74.35% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Capital Wealth Planning's FSM Position: Q2 2020 in Review

Capital Wealth Planning sold out of Fortuna Silver Mines (FSM) in Q2 2020, closing a stake of 11,500 shares — an estimated $27K sold.

Capital Wealth Planning first reported a position in FSM in Q2 2019 and held it in 3 quarters. The position peaked at $90K in Q2 2019. 123 funds tracked by Wall St. Rank hold FSM as of Q2 2020.

  • Capital Wealth Planning reported no remaining Fortuna Silver Mines position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 11,500 Fortuna Silver Mines shares in Q2 2020, an estimated $27K.
  • Capital Wealth Planning first reported a position in Fortuna Silver Mines in Q2 2019 and held it in 3 quarters.
  • Capital Wealth Planning's Fortuna Silver Mines position peaked at $90K in Q2 2019.
  • 123 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.