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Financial Advantage’s Wheaton Precious Metals WPM Stock Holding History

Financial Advantage’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
2014
Q1 		– Sell
-350
Closed -$7K – 202
2013
Q4 		$7K Hold
350
– – 0.01% 174
2013
Q3 		$9K Buy
350
+100
+40% +$2.38K 0.01% 142
2013
Q2 		$5K Buy
+250
New +$5.95K ﹤0.01% 174

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Financial Advantage's WPM Position: Q1 2014 in Review

Financial Advantage sold out of Wheaton Precious Metals (WPM) in Q1 2014, closing a stake of 350 shares — an estimated $7K sold.

Financial Advantage first reported a position in WPM in Q2 2013 and held it in 3 quarters. The position peaked at $9K in Q3 2013. 302 funds tracked by Wall St. Rank hold WPM as of Q1 2014.

  • Financial Advantage reported no remaining Wheaton Precious Metals position as of Q1 2014 after selling out during the quarter.
  • Financial Advantage sold 350 Wheaton Precious Metals shares in Q1 2014, an estimated $7K.
  • Financial Advantage first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 3 quarters.
  • Financial Advantage's Wheaton Precious Metals position peaked at $9K in Q3 2013.
  • 302 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2014.

Based on Financial Advantage's 13F filing for Q1 2014, filed 9 May 2014.