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Beacon Financial Group’s Wheaton Precious Metals WPM Stock Holding History

Beacon Financial Group’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
Q3 		– Sell
-21,695
Closed -$562K – 202
2014
Q2 		$562K Buy
21,695
+5,576
+35% +$125K 0.12% 108
2014
Q1 		$373K Buy
16,119
+1,887
+13% +$44.5K 0.08% 132
2013
Q4 		$284K Buy
14,232
+1,628
+13% +$35.4K 0.05% 159
2013
Q3 		$314K Buy
+12,604
New +$300K 0.07% 149

Other funds holding WPM

VanEck Associates
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Beacon Financial Group's WPM Position: Q3 2014 in Review

Beacon Financial Group sold out of Wheaton Precious Metals (WPM) in Q3 2014, closing a stake of 21,695 shares — an estimated $562K sold.

Beacon Financial Group first reported a position in WPM in Q3 2013 and held it in 4 quarters. The position peaked at $562K in Q2 2014. 294 funds tracked by Wall St. Rank hold WPM as of Q3 2014.

  • Beacon Financial Group reported no remaining Wheaton Precious Metals position as of Q3 2014 after selling out during the quarter.
  • Beacon Financial Group sold 21,695 Wheaton Precious Metals shares in Q3 2014, an estimated $562K.
  • Beacon Financial Group first reported a position in Wheaton Precious Metals in Q3 2013 and held it in 4 quarters.
  • Beacon Financial Group's Wheaton Precious Metals position peaked at $562K in Q2 2014.
  • 294 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2014.

Based on Beacon Financial Group's 13F filing for Q3 2014, filed 2 Oct 2014.