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Greenleaf Trust’s Wheaton Precious Metals WPM Stock Holding History

Greenleaf Trust’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
-9,508
Closed -$210K – 564
2018
Q2 		$210K Buy
+9,508
New +$205K ﹤0.01% 469
2018
Q1 		– Sell
-9,546
Closed -$211K – 672
2017
Q4 		$211K Buy
+9,546
New +$199K ﹤0.01% 420
2017
Q3 		– Sell
-10,778
Closed -$214K – 708
2017
Q2 		$214K Buy
+10,778
New +$220K ﹤0.01% 337

Other funds holding WPM

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Greenleaf Trust's WPM Position: Q3 2018 in Review

Greenleaf Trust sold out of Wheaton Precious Metals (WPM) in Q3 2018, closing a stake of 9,508 shares — an estimated $210K sold.

Greenleaf Trust first reported a position in WPM in Q2 2017 and held it in 3 quarters. The position peaked at $214K in Q2 2017. 326 funds tracked by Wall St. Rank hold WPM as of Q3 2018.

  • Greenleaf Trust reported no remaining Wheaton Precious Metals position as of Q3 2018 after selling out during the quarter.
  • Greenleaf Trust sold 9,508 Wheaton Precious Metals shares in Q3 2018, an estimated $210K.
  • Greenleaf Trust first reported a position in Wheaton Precious Metals in Q2 2017 and held it in 3 quarters.
  • Greenleaf Trust's Wheaton Precious Metals position peaked at $214K in Q2 2017.
  • 326 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2018.

Based on Greenleaf Trust's 13F filing for Q3 2018, filed 29 Oct 2018.