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Cypress Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Cypress Asset Management’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
2018
Q4 		– Sell
-30,585
Closed -$535K – 175
2018
Q3 		$535K Sell
30,585
-9,816
-24% -$188K 0.16% 127
2018
Q2 		$891K Buy
40,401
+8,507
+27% +$183K 0.26% 96
2018
Q1 		$650K Buy
31,894
+622
+2% +$12.8K 0.19% 108
2017
Q4 		$692K Sell
31,272
-9,103
-23% -$190K 0.15% 112
2017
Q3 		$771K Sell
40,375
-1,098
-3% -$21.6K 0.17% 112
2017
Q2 		$825K Sell
41,473
-12,914
-24% -$264K 0.17% 110
2017
Q1 		$1.13M Sell
54,387
-5,402
-9% -$112K 0.22% 105
2016
Q4 		$1.16M Buy
59,789
+19,933
+50% +$416K 0.22% 104
2016
Q3 		$1.08M Buy
39,856
+8,415
+27% +$231K 0.21% 104
2016
Q2 		$740K Buy
31,441
+2,336
+8% +$45K 0.15% 125
2016
Q1 		$483K Buy
29,105
+5,159
+22% +$74.7K 0.1% 138
2015
Q4 		$297K Sell
23,946
-575
-2% -$7.59K 0.06% 159
2015
Q3 		$294K Buy
24,521
+4,182
+21% +$54.6K 0.06% 158
2015
Q2 		$353K Buy
20,339
+1,508
+8% +$29K 0.07% 162
2015
Q1 		$358K Buy
+18,831
New +$401K 0.07% 155
2014
Q4 		– Sell
-12,420
Closed -$248K – 205
2014
Q3 		$248K Sell
12,420
-1,671
-12% -$41.6K 0.04% 184
2014
Q2 		$370K Buy
14,091
+5,200
+58% +$116K 0.06% 162
2014
Q1 		$202K Sell
8,891
-1,090
-11% -$25.7K 0.04% 196
2013
Q4 		$202K Buy
+9,981
New +$217K 0.04% 195

Other funds holding WPM

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Cypress Asset Management's WPM Position: Q4 2018 in Review

Cypress Asset Management sold out of Wheaton Precious Metals (WPM) in Q4 2018, closing a stake of 30,585 shares — an estimated $535K sold.

Cypress Asset Management first reported a position in WPM in Q4 2013 and held it in 19 quarters. The position peaked at $1.16M in Q4 2016. 323 funds tracked by Wall St. Rank hold WPM as of Q4 2018.

  • Cypress Asset Management reported no remaining Wheaton Precious Metals position as of Q4 2018 after selling out during the quarter.
  • Cypress Asset Management sold 30,585 Wheaton Precious Metals shares in Q4 2018, an estimated $535K.
  • Cypress Asset Management first reported a position in Wheaton Precious Metals in Q4 2013 and held it in 19 quarters.
  • Cypress Asset Management's Wheaton Precious Metals position peaked at $1.16M in Q4 2016.
  • 323 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2018.

Based on Cypress Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.