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Columbia Capital’s Wheaton Precious Metals WPM Stock Holding History

Columbia Capital’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
2014
Q4 		$2.03M Buy
+100,000
New +$1.99M 2.22% 6
2014
Q3 		– Sell
-190,808
Closed -$5.01M – 66
2014
Q2 		$5.01M Buy
190,808
+171,808
+904% +$3.85M 3.95% 3
2014
Q1 		$440K Buy
+19,000
New +$448K 0.32% 70

Other funds holding WPM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Columbia Capital's WPM Position: Q4 2014 in Review

Columbia Capital opened a new position in Wheaton Precious Metals (WPM) in Q4 2014: 100,000 shares worth $2.03M. The stake represents 2.22% of the portfolio and ranks #6 among its holdings. This is a return to the name: Columbia Capital previously reported a position in WPM as recently as Q2 2014.

Columbia Capital first reported a position in WPM in Q1 2014 and has held it in 3 quarters since. The position peaked at $5.01M in Q2 2014. 280 funds tracked by Wall St. Rank hold WPM as of Q4 2014.

  • Columbia Capital held 100,000 shares of Wheaton Precious Metals worth $2.03M as of Q4 2014.
  • Wheaton Precious Metals was a new Columbia Capital position in Q4 2014.
  • Wheaton Precious Metals made up 2.22% of Columbia Capital's portfolio in Q4 2014, its #6 holding.
  • Columbia Capital first reported a position in Wheaton Precious Metals in Q1 2014 and has held it in 3 quarters since.
  • Columbia Capital's Wheaton Precious Metals position peaked at $5.01M in Q2 2014.
  • 280 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2014.

Based on Columbia Capital's 13F filing for Q4 2014, filed 11 Feb 2015.