FAIM
WPM icon

Financial Advocates Investment Management’s Wheaton Precious Metals WPM Stock Holding History

Financial Advocates Investment 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
2018
Q3 		– Sell
-14,654
Closed -$321K – 528
2018
Q2 		$321K Sell
14,654
-237
-2% -$5.1K 0.04% 352
2018
Q1 		$303K Sell
14,891
-3,081
-17% -$63.3K 0.04% 362
2017
Q4 		$398K Buy
+17,972
New +$375K 0.05% 293

Other funds holding WPM

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Financial Advocates Investment Management's WPM Position: Q3 2018 in Review

Financial Advocates Investment Management sold out of Wheaton Precious Metals (WPM) in Q3 2018, closing a stake of 14,654 shares — an estimated $321K sold.

Financial Advocates Investment Management first reported a position in WPM in Q4 2017 and held it in 3 quarters. The position peaked at $398K in Q4 2017. 327 funds tracked by Wall St. Rank hold WPM as of Q3 2018.

  • Financial Advocates Investment Management reported no remaining Wheaton Precious Metals position as of Q3 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 14,654 Wheaton Precious Metals shares in Q3 2018, an estimated $321K.
  • Financial Advocates Investment Management first reported a position in Wheaton Precious Metals in Q4 2017 and held it in 3 quarters.
  • Financial Advocates Investment Management's Wheaton Precious Metals position peaked at $398K in Q4 2017.
  • 327 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2018.

Based on Financial Advocates Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.