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Capital Guardian Trust’s Wheaton Precious Metals WPM Stock Holding History

Capital Guardian 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
-334
Closed -$6K – 285
2017
Q3 		$6K Buy
+334
New +$6.57K ﹤0.01% 257
2014
Q1 		– Sell
-714
Closed -$14K – 577
2013
Q4 		$14K Sell
714
-2,000
-74% -$43.4K ﹤0.01% 471
2013
Q3 		$67K Buy
2,714
+2,000
+280% +$47.6K ﹤0.01% 326
2013
Q2 		$14K Buy
+714
New +$17K ﹤0.01% 419

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First Eagle Investment Management
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CG
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Capital Guardian Trust's WPM Position: Q4 2017 in Review

Capital Guardian Trust sold out of Wheaton Precious Metals (WPM) in Q4 2017, closing a stake of 334 shares — an estimated $6K sold.

Capital Guardian Trust first reported a position in WPM in Q2 2013 and held it in 4 quarters. The position peaked at $67K in Q3 2013. 333 funds tracked by Wall St. Rank hold WPM as of Q4 2017.

  • Capital Guardian Trust reported no remaining Wheaton Precious Metals position as of Q4 2017 after selling out during the quarter.
  • Capital Guardian Trust sold 334 Wheaton Precious Metals shares in Q4 2017, an estimated $6K.
  • Capital Guardian Trust first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 4 quarters.
  • Capital Guardian Trust's Wheaton Precious Metals position peaked at $67K in Q3 2013.
  • 333 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2017.

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