CEMP
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Compass Efficient Model Portfolios’s Wheaton Precious Metals WPM Stock Holding History

Compass Efficient Model Portfolios’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
Q4 		$14K Hold
698
– – 0.53% 51
2013
Q3 		$17K Hold
698
– – 0.12% 41
2013
Q2 		$14K Buy
+698
New +$16.6K 0.01% 41

Other funds holding WPM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Compass Efficient Model Portfolios's WPM Position: Q4 2013 in Review

Compass Efficient Model Portfolios held its Wheaton Precious Metals (WPM) position steady in Q4 2013 at 698 shares worth $14K. The position accounts for 0.53% of the portfolio, ranked #51.

Compass Efficient Model Portfolios first reported a position in WPM in Q2 2013 and has held it in 3 quarters since. The position peaked at $17K in Q3 2013. 301 funds tracked by Wall St. Rank hold WPM as of Q4 2013.

  • Compass Efficient Model Portfolios held 698 shares of Wheaton Precious Metals worth $14K as of Q4 2013.
  • Compass Efficient Model Portfolios left its Wheaton Precious Metals share count unchanged in Q4 2013.
  • Wheaton Precious Metals made up 0.53% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #51 holding.
  • Compass Efficient Model Portfolios first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 3 quarters since.
  • Compass Efficient Model Portfolios's Wheaton Precious Metals position peaked at $17K in Q3 2013.
  • 301 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.