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Concentrum Wealth Management’s Gold Fields GFI Stock Holding History

Concentrum Wealth Management’s Portfolio GFI Stock Details GFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,774
Closed -$71K – 39
2019
Q4 		$71K Buy
10,774
+13
+0.1% +$74 0.08% 45
2019
Q3 		$53K Hold
10,761
– – 0.07% 42
2019
Q2 		$58K Hold
10,761
– – 0.07% 42
2019
Q1 		$40K Buy
+10,761
New +$41.6K 0.05% 39

Other funds holding GFI

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Concentrum Wealth Management's GFI Position: Q1 2020 in Review

Concentrum Wealth Management sold out of Gold Fields (GFI) in Q1 2020, closing a stake of 10,774 shares — an estimated $71K sold.

Concentrum Wealth Management first reported a position in GFI in Q1 2019 and held it in 4 quarters. The position peaked at $71K in Q4 2019. 172 funds tracked by Wall St. Rank hold GFI as of Q1 2020.

  • Concentrum Wealth Management reported no remaining Gold Fields position as of Q1 2020 after selling out during the quarter.
  • Concentrum Wealth Management sold 10,774 Gold Fields shares in Q1 2020, an estimated $71K.
  • Concentrum Wealth Management first reported a position in Gold Fields in Q1 2019 and held it in 4 quarters.
  • Concentrum Wealth Management's Gold Fields position peaked at $71K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Gold Fields as of Q1 2020.

Based on Concentrum Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.