Essex Savings Bank’s Wheaton Precious Metals WPM Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-1,600	Closed	-$39K	–	615
2019 Q2	$39K	Buy	1,600 +1,000	+167%	+$22.2K	0.01%	482
2019 Q1	$14K	Hold	600	–	–	0.01%	475
2018 Q4	$12K	Buy	+600	New	+$10.2K	0.01%	495

Other funds holding WPM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Essex Savings Bank's WPM Position: Q3 2019 in Review

Essex Savings Bank sold out of Wheaton Precious Metals (WPM) in Q3 2019, closing a stake of 1,600 shares — an estimated $39K sold.

Essex Savings Bank first reported a position in WPM in Q4 2018 and held it in 3 quarters. The position peaked at $39K in Q2 2019. 379 funds tracked by Wall St. Rank hold WPM as of Q3 2019.

Essex Savings Bank reported no remaining Wheaton Precious Metals position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 1,600 Wheaton Precious Metals shares in Q3 2019, an estimated $39K.
Essex Savings Bank first reported a position in Wheaton Precious Metals in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Wheaton Precious Metals position peaked at $39K in Q2 2019.
379 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.