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Bourgeon Capital Management’s Wheaton Precious Metals WPM Stock Holding History

Bourgeon Capital 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
2016
Q3 		– Sell
-15,000
Closed -$353K – 103
2016
Q2 		$353K Buy
+15,000
New +$289K 0.23% 64

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Franklin Resources
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Vanguard Group
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bourgeon Capital Management's WPM Position: Q3 2016 in Review

Bourgeon Capital Management sold out of Wheaton Precious Metals (WPM) in Q3 2016, closing a stake of 15,000 shares — an estimated $353K sold.

Bourgeon Capital Management first reported a position in WPM in Q2 2016 and held it in 1 quarter. The position peaked at $353K in Q2 2016. 328 funds tracked by Wall St. Rank hold WPM as of Q3 2016.

  • Bourgeon Capital Management reported no remaining Wheaton Precious Metals position as of Q3 2016 after selling out during the quarter.
  • Bourgeon Capital Management sold 15,000 Wheaton Precious Metals shares in Q3 2016, an estimated $353K.
  • Bourgeon Capital Management first reported a position in Wheaton Precious Metals in Q2 2016 and held it in 1 quarter.
  • Bourgeon Capital Management's Wheaton Precious Metals position peaked at $353K in Q2 2016.
  • 328 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2016.

Based on Bourgeon Capital Management's 13F filing for Q3 2016, filed 26 Oct 2016.