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Guardian Investment Management’s Wheaton Precious Metals WPM Stock Holding History

Guardian Investment Management’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
2017
Q2 		– Sell
-10,600
Closed -$251K – 57
2017
Q1 		$251K Sell
10,600
-3,700
-26% -$76.9K 0.27% 54
2016
Q4 		$276K Buy
+14,300
New +$298K 0.32% 55

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Vanguard Group
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Fidelity Investments
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Bank of Montreal
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Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
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CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
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Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guardian Investment Management's WPM Position: Q2 2017 in Review

Guardian Investment Management sold out of Wheaton Precious Metals (WPM) in Q2 2017, closing a stake of 10,600 shares — an estimated $251K sold.

Guardian Investment Management first reported a position in WPM in Q4 2016 and held it in 2 quarters. The position peaked at $276K in Q4 2016. 313 funds tracked by Wall St. Rank hold WPM as of Q2 2017.

  • Guardian Investment Management reported no remaining Wheaton Precious Metals position as of Q2 2017 after selling out during the quarter.
  • Guardian Investment Management sold 10,600 Wheaton Precious Metals shares in Q2 2017, an estimated $251K.
  • Guardian Investment Management first reported a position in Wheaton Precious Metals in Q4 2016 and held it in 2 quarters.
  • Guardian Investment Management's Wheaton Precious Metals position peaked at $276K in Q4 2016.
  • 313 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2017.

Based on Guardian Investment Management's 13F filing for Q2 2017, filed 21 Jul 2017.