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

Financial & Investment Management Group’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
Q4 		$3.89M Sell
199,248
-20,051
-9% -$342K 1.42% 23
2018
Q3 		$3.84M Sell
219,299
-8,837
-4% -$169K 1.26% 33
2018
Q2 		$5.03M Sell
228,136
-8,448
-4% -$182K 1.59% 25
2018
Q1 		$4.82M Sell
236,584
-184,105
-44% -$3.78M 1.55% 25
2017
Q4 		$9.31M Buy
420,689
+1,615
+0.4% +$33.7K 3.23% 6
2017
Q3 		$8M Buy
419,074
+70,847
+20% +$1.39M 2.64% 8
2017
Q2 		$6.93M Sell
348,227
-79,848
-19% -$1.63M 2.53% 11
2017
Q1 		$8.92M Sell
428,075
-98,924
-19% -$2.06M 3.02% 4
2016
Q4 		$10.2M Buy
526,999
+71,653
+16% +$1.49M 3.93% 3
2016
Q3 		$12.3M Sell
455,346
-6,192
-1% -$170K 4.03% 3
2016
Q2 		$10.9M Sell
461,538
-46,814
-9% -$903K 3.31% 6
2016
Q1 		$8.43M Buy
508,352
+2,600
+0.5% +$37.6K 2.25% 13
2015
Q4 		$6.28M Buy
505,752
+79,039
+19% +$1.04M 1.75% 20
2015
Q3 		$5.13M Buy
426,713
+59,421
+16% +$775K 1.43% 24
2015
Q2 		$6.37M Sell
367,292
-643
-0.2% -$12.4K 1.64% 20
2015
Q1 		$7M Buy
367,935
+80,090
+28% +$1.7M 1.71% 19
2014
Q4 		$5.85M Buy
287,845
+580
+0.2% +$11.5K 1.55% 22
2014
Q3 		$5.72M Buy
287,265
+1,508
+0.5% +$37.5K 1.69% 15
2014
Q2 		$7.51M Buy
285,757
+41,080
+17% +$920K 2.14% 12
2014
Q1 		$5.55M Buy
244,677
+38,795
+19% +$915K 1.62% 16
2013
Q4 		$4.16M Buy
205,882
+21,346
+12% +$464K 1.31% 21
2013
Q3 		$4.57M Buy
184,536
+902
+0.5% +$21.5K 1.75% 18
2013
Q2 		$3.61M Buy
+183,634
New +$4.37M 2.01% 16

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
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
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Financial & Investment Management Group's WPM Position: Q4 2018 in Review

Financial & Investment Management Group reduced its Wheaton Precious Metals (WPM) stake by 9.1% in Q4 2018, selling an estimated $342K and leaving 199,248 shares worth $3.89M. The position accounts for 1.42% of the portfolio, ranked #23.

Financial & Investment Management Group first reported a position in WPM in Q2 2013 and has held it in 23 quarters since. The position peaked at $12.3M in Q3 2016. 323 funds tracked by Wall St. Rank hold WPM as of Q4 2018.

  • Financial & Investment Management Group held 199,248 shares of Wheaton Precious Metals worth $3.89M as of Q4 2018.
  • Financial & Investment Management Group sold 20,051 Wheaton Precious Metals shares in Q4 2018, an estimated $342K.
  • Wheaton Precious Metals made up 1.42% of Financial & Investment Management Group's portfolio in Q4 2018, its #23 holding.
  • Financial & Investment Management Group first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 23 quarters since.
  • Financial & Investment Management Group's Wheaton Precious Metals position peaked at $12.3M in Q3 2016.
  • 323 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.