Gideon Capital Advisors’s Wheaton Precious Metals WPM Stock Holding History

Gideon Capital Advisors’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
2019 Q4	–	Sell	-8,479	Closed	-$222K	–	402
2019 Q3	$222K	Buy	+8,479	New	+$228K	0.07%	270
2017 Q4	–	Sell	-11,696	Closed	-$223K	–	418
2017 Q3	$223K	Buy	+11,696	New	+$230K	0.22%	233
2017 Q2	–	Sell	-25,497	Closed	-$531K	–	419
2017 Q1	$531K	Buy	+25,497	New	+$530K	0.32%	88
2016 Q4	–	Sell	-15,339	Closed	-$415K	–	483
2016 Q3	$415K	Buy	+15,339	New	+$422K	0.25%	109
2014 Q1	–	Sell	-18,955	Closed	-$407K	–	297
2013 Q4	$407K	Buy	+18,955	New	+$412K	0.24%	116

Other funds holding WPM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Gideon Capital Advisors's WPM Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Wheaton Precious Metals (WPM) in Q4 2019, closing a stake of 8,479 shares — an estimated $222K sold.

Gideon Capital Advisors first reported a position in WPM in Q4 2013 and held it in 5 quarters. The position peaked at $531K in Q1 2017. 407 funds tracked by Wall St. Rank hold WPM as of Q4 2019.

Gideon Capital Advisors reported no remaining Wheaton Precious Metals position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 8,479 Wheaton Precious Metals shares in Q4 2019, an estimated $222K.
Gideon Capital Advisors first reported a position in Wheaton Precious Metals in Q4 2013 and held it in 5 quarters.
Gideon Capital Advisors's Wheaton Precious Metals position peaked at $531K in Q1 2017.
407 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.