NFG
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NewFocus Financial Group’s FMC FMC Stock Holding History

NewFocus Financial Group’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$628K Buy
5,460
+2,187
+67% +$243K 0.18% 83
2020
Q3 		$347K Buy
+3,273
New +$350K 0.12% 95

Other funds holding FMC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NewFocus Financial Group's FMC Position: Q4 2020 in Review

NewFocus Financial Group increased its FMC (FMC) stake by 67% in Q4 2020, buying an estimated $243K and bringing the position to 5,460 shares worth $628K. The position accounts for 0.18% of the portfolio, ranked #83.

NewFocus Financial Group first reported a position in FMC in Q3 2020 and has held it in 2 quarters since. 632 funds tracked by Wall St. Rank hold FMC as of Q4 2020.

  • NewFocus Financial Group held 5,460 shares of FMC worth $628K as of Q4 2020.
  • NewFocus Financial Group bought 2,187 FMC shares in Q4 2020, an estimated $243K.
  • FMC made up 0.18% of NewFocus Financial Group's portfolio in Q4 2020, its #83 holding.
  • NewFocus Financial Group first reported a position in FMC in Q3 2020 and has held it in 2 quarters since.
  • 632 funds tracked by Wall St. Rank held FMC as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.