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

Evercore 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 Q2	–	Sell	-233	Closed	-$5K	–	1042
2017 Q1	$5K	Hold	233	–	–	﹤0.01%	887
2016 Q4	$5K	Buy	+233	New	+$4.86K	﹤0.01%	896
2014 Q2	–	Sell	-850	Closed	-$19K	–	1044
2014 Q1	$19K	Buy	+850	New	+$20K	﹤0.01%	750

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

Evercore Wealth Management's WPM Position: Q2 2017 in Review

Evercore Wealth Management sold out of Wheaton Precious Metals (WPM) in Q2 2017, closing a stake of 233 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in WPM in Q1 2014 and held it in 3 quarters. The position peaked at $19K in Q1 2014. 313 funds tracked by Wall St. Rank hold WPM as of Q2 2017.

Evercore Wealth Management reported no remaining Wheaton Precious Metals position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 233 Wheaton Precious Metals shares in Q2 2017, an estimated $5K.
Evercore Wealth Management first reported a position in Wheaton Precious Metals in Q1 2014 and held it in 3 quarters.
Evercore Wealth Management's Wheaton Precious Metals position peaked at $19K in Q1 2014.
313 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.