Credential Securities’s Wheaton Precious Metals WPM Stock Holding History

Credential Securities’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
2016 Q3	–	Sell	-225	Closed	-$5.29K	–	262
2016 Q2	$5.29K	Hold	225	–	–	﹤0.01%	202
2016 Q1	$3.73K	Hold	225	–	–	﹤0.01%	201
2015 Q4	$2.79K	Hold	225	–	–	﹤0.01%	199
2015 Q3	$2.7K	Sell	225 -5,639	-96%	-$73.6K	﹤0.01%	201
2015 Q2	$102K	Buy	5,864 +222	+4%	+$4.27K	0.06%	165
2015 Q1	$107K	Buy	5,642 +5,342	+1,781%	+$114K	0.07%	159
2014 Q4	$6.09K	Buy	+300	New	+$5.96K	﹤0.01%	187

Other funds holding WPM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Credential Securities's WPM Position: Q3 2016 in Review

Credential Securities sold out of Wheaton Precious Metals (WPM) in Q3 2016, closing a stake of 225 shares — an estimated $5.29K sold.

Credential Securities first reported a position in WPM in Q4 2014 and held it in 7 quarters. The position peaked at $107K in Q1 2015. 328 funds tracked by Wall St. Rank hold WPM as of Q3 2016.

Credential Securities reported no remaining Wheaton Precious Metals position as of Q3 2016 after selling out during the quarter.
Credential Securities sold 225 Wheaton Precious Metals shares in Q3 2016, an estimated $5.29K.
Credential Securities first reported a position in Wheaton Precious Metals in Q4 2014 and held it in 7 quarters.
Credential Securities's Wheaton Precious Metals position peaked at $107K in Q1 2015.
328 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2016.

Based on Credential Securities's 13F filing for Q3 2016, filed 21 Jul 2025.