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Ada Investment Management’s Wheaton Precious Metals WPM Stock Holding History

Ada Investment Management’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
2015
Q4 		$329K Buy
26,517
+3,910
+17% +$51.6K 0.22% 170
2015
Q3 		$271K Buy
+22,607
New +$295K 0.14% 300

Other funds holding WPM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Ada Investment Management's WPM Position: Q4 2015 in Review

Ada Investment Management increased its Wheaton Precious Metals (WPM) stake by 17% in Q4 2015, buying an estimated $51.6K and bringing the position to 26,517 shares worth $329K. The position accounts for 0.22% of the portfolio, ranked #170.

Ada Investment Management first reported a position in WPM in Q3 2015 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold WPM as of Q4 2015.

  • Ada Investment Management held 26,517 shares of Wheaton Precious Metals worth $329K as of Q4 2015.
  • Ada Investment Management bought 3,910 Wheaton Precious Metals shares in Q4 2015, an estimated $51.6K.
  • Wheaton Precious Metals made up 0.22% of Ada Investment Management's portfolio in Q4 2015, its #170 holding.
  • Ada Investment Management first reported a position in Wheaton Precious Metals in Q3 2015 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.