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	–	1609
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 Q2	–	Sell	-400	Closed	-$7.69K	–	1263
2015 Q1	$8K	Buy	+400	New	+$8.51K	﹤0.01%	779

Other funds holding WPM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Financial Architects (New Jersey)'s WPM Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Wheaton Precious Metals (WPM) in Q1 2018, closing a stake of 600 shares — an estimated $13K sold.

Financial Architects (New Jersey) first reported a position in WPM in Q1 2015 and held it in 6 quarters. The position peaked at $17K in Q1 2017. 328 funds tracked by Wall St. Rank hold WPM as of Q1 2018.

Financial Architects (New Jersey) reported no remaining Wheaton Precious Metals position as of Q1 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 600 Wheaton Precious Metals shares in Q1 2018, an estimated $13K.
Financial Architects (New Jersey) first reported a position in Wheaton Precious Metals in Q1 2015 and held it in 6 quarters.
Financial Architects (New Jersey)'s Wheaton Precious Metals position peaked at $17K in Q1 2017.
328 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.