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Calton & Associates’s Wheaton Precious Metals WPM Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-2,000
Closed -$44K – 1280
2017
Q4 		$44K Buy
+2,000
New +$41.7K 0.01% 719

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Calton & Associates's WPM Position: Q1 2018 in Review

Calton & Associates sold out of Wheaton Precious Metals (WPM) in Q1 2018, closing a stake of 2,000 shares — an estimated $44K sold.

Calton & Associates first reported a position in WPM in Q4 2017 and held it in 1 quarter. The position peaked at $44K in Q4 2017. 328 funds tracked by Wall St. Rank hold WPM as of Q1 2018.

  • Calton & Associates reported no remaining Wheaton Precious Metals position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,000 Wheaton Precious Metals shares in Q1 2018, an estimated $44K.
  • Calton & Associates first reported a position in Wheaton Precious Metals in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Wheaton Precious Metals position peaked at $44K in Q4 2017.
  • 328 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.