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Capstone Financial Group’s VanEck Gold Miners ETF GDX Stock Holding History

Capstone Financial Group’s Portfolio GDX Stock Details GDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$207K Buy
5,444
+2,249
+70% +$91.7K 0.16% 79
2020
Q2 		$121K Buy
3,195
+851
+36% +$28K 0.1% 90
2020
Q1 		$54K Hold
2,344
– – 0.06% 110
2019
Q4 		$69K Buy
+2,344
New +$64.1K 0.07% 112

Other funds holding GDX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

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

Capstone Financial Group increased its VanEck Gold Miners ETF (GDX) stake by 70% in Q3 2020, buying an estimated $91.7K and bringing the position to 5,444 shares worth $207K. The position accounts for 0.16% of the portfolio, ranked #79.

Capstone Financial Group first reported a position in GDX in Q4 2019 and has held it in 4 quarters since. 667 funds tracked by Wall St. Rank hold GDX as of Q3 2020.

  • Capstone Financial Group held 5,444 shares of VanEck Gold Miners ETF worth $207K as of Q3 2020.
  • Capstone Financial Group bought 2,249 VanEck Gold Miners ETF shares in Q3 2020, an estimated $91.7K.
  • VanEck Gold Miners ETF made up 0.16% of Capstone Financial Group's portfolio in Q3 2020, its #79 holding.
  • Capstone Financial Group first reported a position in VanEck Gold Miners ETF in Q4 2019 and has held it in 4 quarters since.
  • 667 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2020.

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