EDRE
WPM icon

Edmond de Rothschild (Europe)’s Wheaton Precious Metals WPM Stock Holding History

Edmond de Rothschild (Europe)’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 		$35K Sell
1,300
-1,000
-43% -$27.5K 0.01% 187
2016
Q2 		$54K Hold
2,300
– – 0.03% 160
2016
Q1 		$38K Buy
+2,300
New +$33.3K 0.02% 176

Other funds holding WPM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Edmond de Rothschild (Europe)'s WPM Position: Q3 2016 in Review

Edmond de Rothschild (Europe) reduced its Wheaton Precious Metals (WPM) stake by 43% in Q3 2016, selling an estimated $27.5K and leaving 1,300 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #187.

Edmond de Rothschild (Europe) first reported a position in WPM in Q1 2016 and has held it in 3 quarters since. The position peaked at $54K in Q2 2016. 328 funds tracked by Wall St. Rank hold WPM as of Q3 2016.

  • Edmond de Rothschild (Europe) held 1,300 shares of Wheaton Precious Metals worth $35K as of Q3 2016.
  • Edmond de Rothschild (Europe) sold 1,000 Wheaton Precious Metals shares in Q3 2016, an estimated $27.5K.
  • Wheaton Precious Metals made up 0.01% of Edmond de Rothschild (Europe)'s portfolio in Q3 2016, its #187 holding.
  • Edmond de Rothschild (Europe) first reported a position in Wheaton Precious Metals in Q1 2016 and has held it in 3 quarters since.
  • Edmond de Rothschild (Europe)'s Wheaton Precious Metals position peaked at $54K in Q2 2016.
  • 328 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2016.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q3 2016, filed 14 Nov 2016.