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Analytic Investors’s Wheaton Precious Metals WPM Stock Holding History

Analytic Investors’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
2014
Q4 		– Sell
-215,000
Closed -$4.3M – 626
2014
Q3 		$4.3M Buy
+215,000
New +$5.35M 0.06% 193

Other funds holding WPM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Analytic Investors's WPM Position: Q4 2014 in Review

Analytic Investors sold out of Wheaton Precious Metals (WPM) in Q4 2014, closing a stake of 215,000 shares — an estimated $4.3M sold.

Analytic Investors first reported a position in WPM in Q3 2014 and held it in 1 quarter. The position peaked at $4.3M in Q3 2014. 280 funds tracked by Wall St. Rank hold WPM as of Q4 2014.

  • Analytic Investors reported no remaining Wheaton Precious Metals position as of Q4 2014 after selling out during the quarter.
  • Analytic Investors sold 215,000 Wheaton Precious Metals shares in Q4 2014, an estimated $4.3M.
  • Analytic Investors first reported a position in Wheaton Precious Metals in Q3 2014 and held it in 1 quarter.
  • Analytic Investors's Wheaton Precious Metals position peaked at $4.3M in Q3 2014.
  • 280 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2014.

Based on Analytic Investors's 13F filing for Q4 2014, filed 9 Feb 2015.