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Accurate Investment Solutions’s Wheaton Precious Metals WPM Stock Holding History

Accurate Investment Solutions’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-77
Closed -$2K – 531
2018
Q2 		$2K Buy
77
+1
+1% +$22 ﹤0.01% 431
2018
Q1 		$2K Hold
76
– – ﹤0.01% 419
2017
Q4 		$2K Hold
76
– – ﹤0.01% 412
2017
Q3 		$1K Buy
+76
New +$1.5K ﹤0.01% 479

Other funds holding WPM

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Accurate Investment Solutions's WPM Position: Q3 2018 in Review

Accurate Investment Solutions sold out of Wheaton Precious Metals (WPM) in Q3 2018, closing a stake of 77 shares — an estimated $2K sold.

Accurate Investment Solutions first reported a position in WPM in Q3 2017 and held it in 4 quarters. The position peaked at $2K in Q2 2018. 326 funds tracked by Wall St. Rank hold WPM as of Q3 2018.

  • Accurate Investment Solutions reported no remaining Wheaton Precious Metals position as of Q3 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 77 Wheaton Precious Metals shares in Q3 2018, an estimated $2K.
  • Accurate Investment Solutions first reported a position in Wheaton Precious Metals in Q3 2017 and held it in 4 quarters.
  • Accurate Investment Solutions's Wheaton Precious Metals position peaked at $2K in Q2 2018.
  • 326 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.