Beacon Capital Management Inc (Ohio)’s Wheaton Precious Metals WPM Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2017 Q2	–	Sell	-2	Closed	–	–	213
2017 Q1	$0	Buy	+2	New	+$42	﹤0.01%	215
2016 Q3	–	Sell	-745	Closed	-$18K	–	158
2016 Q2	$18K	Hold	745	–	–	﹤0.01%	77
2016 Q1	$12K	Hold	745	–	–	﹤0.01%	100
2015 Q4	$9K	Sell	745 -60	-7%	-$792	﹤0.01%	132
2015 Q3	$10K	Hold	805	–	–	﹤0.01%	129
2015 Q2	$14K	Hold	805	–	–	﹤0.01%	123
2015 Q1	$15K	Hold	805	–	–	﹤0.01%	123
2014 Q4	$16K	Hold	805	–	–	﹤0.01%	115
2014 Q3	$16K	Hold	805	–	–	﹤0.01%	123
2014 Q2	$21K	Hold	805	–	–	﹤0.01%	118
2014 Q1	$18K	Sell	805 -500	-38%	-$11.8K	﹤0.01%	123
2013 Q4	$26K	Buy	+1,305	New	+$28.3K	0.01%	108

Other funds holding WPM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s WPM Position: Q2 2017 in Review

Beacon Capital Management Inc (Ohio) sold out of Wheaton Precious Metals (WPM) in Q2 2017, closing a stake of 2 shares.

Beacon Capital Management Inc (Ohio) first reported a position in WPM in Q4 2013 and held it in 12 quarters. The position peaked at $26K in Q4 2013. 313 funds tracked by Wall St. Rank hold WPM as of Q2 2017.

Beacon Capital Management Inc (Ohio) reported no remaining Wheaton Precious Metals position as of Q2 2017 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 2 Wheaton Precious Metals shares in Q2 2017.
Beacon Capital Management Inc (Ohio) first reported a position in Wheaton Precious Metals in Q4 2013 and held it in 12 quarters.
Beacon Capital Management Inc (Ohio)'s Wheaton Precious Metals position peaked at $26K in Q4 2013.
313 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2017.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2017, filed 11 Jul 2017.