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B. Riley Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

B. Riley Wealth 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
Q3 		– Sell
-403
Closed -$6K – 758
2015
Q2 		$6K Buy
403
+2
+0.5% +$38 ﹤0.01% 840
2015
Q1 		$7K Hold
401
– – 0.01% 812
2014
Q4 		$8K Buy
+401
New +$7.97K 0.01% 787

Other funds holding WPM

Fidelity Investments
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VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $62.3B AUM 44.64% 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

B. Riley Wealth Management's WPM Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Wheaton Precious Metals (WPM) in Q3 2015, closing a stake of 403 shares — an estimated $6K sold.

B. Riley Wealth Management first reported a position in WPM in Q4 2014 and held it in 3 quarters. The position peaked at $8K in Q4 2014. 285 funds tracked by Wall St. Rank hold WPM as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Wheaton Precious Metals position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 403 Wheaton Precious Metals shares in Q3 2015, an estimated $6K.
  • B. Riley Wealth Management first reported a position in Wheaton Precious Metals in Q4 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's Wheaton Precious Metals position peaked at $8K in Q4 2014.
  • 285 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.