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	–	562
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	–	486
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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 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

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

Edge Wealth Management's WPM Position: Q3 2017 in Review

Edge Wealth Management sold out of Wheaton Precious Metals (WPM) in Q3 2017, closing a stake of 6,000 shares — an estimated $115K sold.

Edge Wealth Management first reported a position in WPM in Q2 2013 and held it in 6 quarters. The position peaked at $223K in Q4 2016. 295 funds tracked by Wall St. Rank hold WPM as of Q3 2017.

Edge Wealth Management reported no remaining Wheaton Precious Metals position as of Q3 2017 after selling out during the quarter.
Edge Wealth Management sold 6,000 Wheaton Precious Metals shares in Q3 2017, an estimated $115K.
Edge Wealth Management first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 6 quarters.
Edge Wealth Management's Wheaton Precious Metals position peaked at $223K in Q4 2016.
295 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2017.

Based on Edge Wealth Management's 13F filing for Q3 2017, filed 19 Oct 2017.