Financial Architects (New Jersey)’s Wheaton Precious Metals WPM Stock Holding History

Financial Architects (New Jersey)’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 Q1	–	Sell	-600	Closed	-$13K	–	1633
2017 Q4	$13K	Sell	600 -200	-25%	-$4.17K	﹤0.01%	1078
2017 Q3	$15K	Hold	800	–	–	﹤0.01%	1031
2017 Q2	$16K	Hold	800	–	–	﹤0.01%	1028
2017 Q1	$17K	Hold	800	–	–	﹤0.01%	988
2016 Q4	$15K	Buy	+800	New	+$16.7K	﹤0.01%	916
2015 Q3	–	Hold	0	–	–	–	943
2015 Q2	–	Sell	-400	Closed	-$7.69K	–	1268
2015 Q1	$8K	Buy	+400	New	+$8.51K	﹤0.01%	779
2014 Q4	–	Hold	0	–	–	–	1058

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 $59B AUM 32.99% 1-Year Est. Return

VanEck Associates

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

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity Investments

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

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return