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Capital Bank & Trust’s Wheaton Precious Metals WPM Stock Holding History

Capital Bank & Trust’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
Q4 		– Sell
-400
Closed -$8K – 741
2017
Q3 		$8K Buy
+400
New +$7.87K ﹤0.01% 528

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Capital Bank & Trust's WPM Position: Q4 2017 in Review

Capital Bank & Trust sold out of Wheaton Precious Metals (WPM) in Q4 2017, closing a stake of 400 shares — an estimated $8K sold.

Capital Bank & Trust first reported a position in WPM in Q3 2017 and held it in 1 quarter. The position peaked at $8K in Q3 2017. 333 funds tracked by Wall St. Rank hold WPM as of Q4 2017.

  • Capital Bank & Trust reported no remaining Wheaton Precious Metals position as of Q4 2017 after selling out during the quarter.
  • Capital Bank & Trust sold 400 Wheaton Precious Metals shares in Q4 2017, an estimated $8K.
  • Capital Bank & Trust first reported a position in Wheaton Precious Metals in Q3 2017 and held it in 1 quarter.
  • Capital Bank & Trust's Wheaton Precious Metals position peaked at $8K in Q3 2017.
  • 333 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2017.

Based on Capital Bank & Trust's 13F filing for Q4 2017, filed 14 Feb 2018.