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Harfst & Associates’s Wheaton Precious Metals WPM Stock Holding History

Harfst & Associates’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
Q3 		– Sell
-50
Closed – – 213
2017
Q2 		$0 Hold
50
– – ﹤0.01% 301
2017
Q1 		$1K Buy
+50
New +$1.04K ﹤0.01% 284
2016
Q1 		– Sell
-1,050
Closed -$13K – 248
2015
Q4 		$13K Hold
1,050
– – 0.01% 228
2015
Q3 		$13K Sell
1,050
-17,200
-94% -$224K 0.01% 221
2015
Q2 		$316K Buy
+18,250
New +$351K 0.18% 43

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Vanguard Group
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Bank of Montreal
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIBC World Market
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Royal Bank of Canada
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Harfst & Associates's WPM Position: Q3 2017 in Review

Harfst & Associates sold out of Wheaton Precious Metals (WPM) in Q3 2017, closing a stake of 50 shares.

Harfst & Associates first reported a position in WPM in Q2 2015 and held it in 5 quarters. The position peaked at $316K in Q2 2015. 295 funds tracked by Wall St. Rank hold WPM as of Q3 2017.

  • Harfst & Associates reported no remaining Wheaton Precious Metals position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 50 Wheaton Precious Metals shares in Q3 2017.
  • Harfst & Associates first reported a position in Wheaton Precious Metals in Q2 2015 and held it in 5 quarters.
  • Harfst & Associates's Wheaton Precious Metals position peaked at $316K in Q2 2015.
  • 295 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.