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Capital Innovations’s Wheaton Precious Metals WPM Stock Holding History

Capital Innovations’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
Q3 		– Sell
-12,800
Closed -$254K – 76
2017
Q2 		$254K Buy
+12,800
New +$262K 0.97% 50
2016
Q4 		– Sell
-6,290
Closed -$223K – 77
2016
Q3 		$223K Buy
+6,290
New +$173K 0.56% 60

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Vanguard Group
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Fidelity Investments
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Bank of Montreal
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Innovations's WPM Position: Q3 2017 in Review

Capital Innovations sold out of Wheaton Precious Metals (WPM) in Q3 2017, closing a stake of 12,800 shares — an estimated $254K sold.

Capital Innovations first reported a position in WPM in Q3 2016 and held it in 2 quarters. The position peaked at $254K in Q2 2017. 295 funds tracked by Wall St. Rank hold WPM as of Q3 2017.

  • Capital Innovations reported no remaining Wheaton Precious Metals position as of Q3 2017 after selling out during the quarter.
  • Capital Innovations sold 12,800 Wheaton Precious Metals shares in Q3 2017, an estimated $254K.
  • Capital Innovations first reported a position in Wheaton Precious Metals in Q3 2016 and held it in 2 quarters.
  • Capital Innovations's Wheaton Precious Metals position peaked at $254K in Q2 2017.
  • 295 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2017.

Based on Capital Innovations's 13F filing for Q3 2017, filed 13 Nov 2017.