Cobiz Wealth’s Wheaton Precious Metals WPM Stock Holding History

Cobiz Wealth’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	-135	Closed	-$3K	–	352
2013 Q2	$3K	Buy	+135	New	+$3.21K	﹤0.01%	349

Other funds holding WPM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Cobiz Wealth's WPM Position: Q3 2013 in Review

Cobiz Wealth sold out of Wheaton Precious Metals (WPM) in Q3 2013, closing a stake of 135 shares — an estimated $3K sold.

Cobiz Wealth first reported a position in WPM in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 283 funds tracked by Wall St. Rank hold WPM as of Q3 2013.

Cobiz Wealth reported no remaining Wheaton Precious Metals position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 135 Wheaton Precious Metals shares in Q3 2013, an estimated $3K.
Cobiz Wealth first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Wheaton Precious Metals position peaked at $3K in Q2 2013.
283 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.