Community Financial System’s Wheaton Precious Metals WPM Stock Holding History

Community Financial System’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 Q3	$11K	Hold	540	–	–	﹤0.01%	318
2014 Q2	$14K	Hold	540	–	–	﹤0.01%	309
2014 Q1	$12K	Hold	540	–	–	﹤0.01%	329
2013 Q4	$11K	Hold	540	–	–	﹤0.01%	322
2013 Q3	$13K	Hold	540	–	–	﹤0.01%	300
2013 Q2	$11K	Buy	+540	New	+$12.9K	﹤0.01%	295

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 New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

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

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

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Community Financial System's WPM Position: Q3 2014 in Review

Community Financial System held its Wheaton Precious Metals (WPM) position steady in Q3 2014 at 540 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Community Financial System first reported a position in WPM in Q2 2013 and has held it in 6 quarters since. The position peaked at $14K in Q2 2014. 295 funds tracked by Wall St. Rank hold WPM as of Q3 2014.

Community Financial System held 540 shares of Wheaton Precious Metals worth $11K as of Q3 2014.
Community Financial System left its Wheaton Precious Metals share count unchanged in Q3 2014.
Wheaton Precious Metals made up ﹤0.01% of Community Financial System's portfolio in Q3 2014, its #318 holding.
Community Financial System first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 6 quarters since.
Community Financial System's Wheaton Precious Metals position peaked at $14K in Q2 2014.
295 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.