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

Capstone 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
2020
Q3 		$21K Buy
+1,335
New +$19.3K 0.02% 154
2020
Q1 		– Sell
-1,335
Closed -$18K – 147
2019
Q4 		$18K Buy
+1,335
New +$14.7K 0.02% 152

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capstone Financial Group's FCX Position: Q3 2020 in Review

Capstone Financial Group opened a new position in Freeport-McMoran (FCX) in Q3 2020: 1,335 shares worth $21K. The stake represents 0.02% of the portfolio and ranks #154 among its holdings. This is a return to the name: Capstone Financial Group previously reported a position in FCX as recently as Q4 2019.

Capstone Financial Group first reported a position in FCX in Q4 2019 and has held it in 2 quarters since. 741 funds tracked by Wall St. Rank hold FCX as of Q3 2020.

  • Capstone Financial Group held 1,335 shares of Freeport-McMoran worth $21K as of Q3 2020.
  • Freeport-McMoran was a new Capstone Financial Group position in Q3 2020.
  • Freeport-McMoran made up 0.02% of Capstone Financial Group's portfolio in Q3 2020, its #154 holding.
  • Capstone Financial Group first reported a position in Freeport-McMoran in Q4 2019 and has held it in 2 quarters since.
  • 741 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.