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CapWealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

CapWealth Advisors’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
2013
Q3 		– Sell
-500
Closed -$10K – 465
2013
Q2 		$10K Buy
+500
New +$11.9K ﹤0.01% 293

Other funds holding WPM

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Royal Bank of Canada
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

CapWealth Advisors's WPM Position: Q3 2013 in Review

CapWealth Advisors sold out of Wheaton Precious Metals (WPM) in Q3 2013, closing a stake of 500 shares — an estimated $10K sold.

CapWealth Advisors first reported a position in WPM in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 283 funds tracked by Wall St. Rank hold WPM as of Q3 2013.

  • CapWealth Advisors reported no remaining Wheaton Precious Metals position as of Q3 2013 after selling out during the quarter.
  • CapWealth Advisors sold 500 Wheaton Precious Metals shares in Q3 2013, an estimated $10K.
  • CapWealth Advisors first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 1 quarter.
  • CapWealth Advisors's Wheaton Precious Metals position peaked at $10K in Q2 2013.
  • 283 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2013.

Based on CapWealth Advisors's 13F filing for Q3 2013, filed 13 Nov 2013.