Cypress Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Cypress Wealth Advisors’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
2017 Q2	–	Sell	-12,405	Closed	-$259K	–	181
2017 Q1	$259K	Sell	12,405 -2,771	-18%	-$57.6K	0.12%	160
2016 Q4	$293K	Buy	15,176 +480	+3%	+$10K	0.13%	139
2016 Q3	$397K	Buy	14,696 +217	+1%	+$5.97K	0.18%	113
2016 Q2	$341K	Hold	14,479	–	–	0.17%	118
2016 Q1	$240K	Hold	14,479	–	–	0.11%	159
2015 Q4	$180K	Hold	14,479	–	–	0.09%	170
2015 Q3	$174K	Buy	+14,479	New	+$189K	0.09%	173

Other funds holding WPM

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Cypress Wealth Advisors's WPM Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q2 2017, closing a stake of 12,405 shares — an estimated $259K sold.

Cypress Wealth Advisors first reported a position in WPM in Q3 2015 and held it in 7 quarters. The position peaked at $397K in Q3 2016. 313 funds tracked by Wall St. Rank hold WPM as of Q2 2017.

Cypress Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 12,405 Wheaton Precious Metals shares in Q2 2017, an estimated $259K.
Cypress Wealth Advisors first reported a position in Wheaton Precious Metals in Q3 2015 and held it in 7 quarters.
Cypress Wealth Advisors's Wheaton Precious Metals position peaked at $397K in Q3 2016.
313 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.