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Capstone Financial Group’s Rio Tinto RIO Stock Holding History

Capstone Financial Group’s Portfolio RIO Stock Details RIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$1.56M Buy
26,130
+901
+4% +$55.3K 1.2% 22
2020
Q2 		$1.44M Sell
25,229
-2,155
-8% -$109K 1.18% 26
2020
Q1 		$1.25M Sell
27,384
-3,423
-11% -$176K 1.28% 23
2019
Q4 		$1.83M Buy
+30,807
New +$1.67M 1.76% 18

Other funds holding RIO

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Capstone Financial Group increased its Rio Tinto (RIO) stake by 3.6% in Q3 2020, buying an estimated $55.3K and bringing the position to 26,130 shares worth $1.56M. The position accounts for 1.2% of the portfolio, ranked #22.

Capstone Financial Group first reported a position in RIO in Q4 2019 and has held it in 4 quarters since. The position peaked at $1.83M in Q4 2019. 454 funds tracked by Wall St. Rank hold RIO as of Q3 2020.

  • Capstone Financial Group held 26,130 shares of Rio Tinto worth $1.56M as of Q3 2020.
  • Capstone Financial Group bought 901 Rio Tinto shares in Q3 2020, an estimated $55.3K.
  • Rio Tinto made up 1.2% of Capstone Financial Group's portfolio in Q3 2020, its #22 holding.
  • Capstone Financial Group first reported a position in Rio Tinto in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's Rio Tinto position peaked at $1.83M in Q4 2019.
  • 454 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2020.

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