Edge Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Edge Wealth 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
2017 Q3	–	Sell	-6,000	Closed	-$115K	–	565
2017 Q2	$115K	Hold	6,000	–	–	0.04%	161
2017 Q1	$126K	Sell	6,000 -5,485	-48%	-$114K	0.04%	148
2016 Q4	$223K	Buy	+11,485	New	+$239K	0.08%	110
2016 Q2	–	Sell	-500	Closed	-$8K	–	487
2016 Q1	$8K	Buy	+500	New	+$7.24K	﹤0.01%	309
2014 Q1	–	Sell	-650	Closed	-$13K	–	435
2013 Q4	$13K	Buy	+650	New	+$14.1K	0.01%	254
2013 Q3	–	Sell	-500	Closed	-$10K	–	364
2013 Q2	$10K	Buy	+500	New	+$11.9K	0.01%	238

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First Eagle Investment Management

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Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of New York Mellon

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return