HR
WPM icon

Howe & Rusling’s Wheaton Precious Metals WPM Stock Holding History

Howe & Rusling’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
2015
Q3 		– Sell
-200
Closed -$3K – 1075
2015
Q2 		$3K Hold
200
– – ﹤0.01% 803
2015
Q1 		$4K Hold
200
– – ﹤0.01% 672
2014
Q4 		$4K Hold
200
– – ﹤0.01% 676
2014
Q3 		$4K Hold
200
– – ﹤0.01% 661
2014
Q2 		$5K Hold
200
– – ﹤0.01% 624
2014
Q1 		$5K Sell
200
-50
-20% -$1.18K ﹤0.01% 682
2013
Q4 		$5K Buy
250
+50
+25% +$1.09K ﹤0.01% 612
2013
Q3 		$5K Hold
200
– – ﹤0.01% 706
2013
Q2 		$4K Buy
+200
New +$4.76K ﹤0.01% 751

Other funds holding WPM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Howe & Rusling's WPM Position: Q3 2015 in Review

Howe & Rusling sold out of Wheaton Precious Metals (WPM) in Q3 2015, closing a stake of 200 shares — an estimated $3K sold.

Howe & Rusling first reported a position in WPM in Q2 2013 and held it in 9 quarters. The position peaked at $5K in Q2 2014. 285 funds tracked by Wall St. Rank hold WPM as of Q3 2015.

  • Howe & Rusling reported no remaining Wheaton Precious Metals position as of Q3 2015 after selling out during the quarter.
  • Howe & Rusling sold 200 Wheaton Precious Metals shares in Q3 2015, an estimated $3K.
  • Howe & Rusling first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 9 quarters.
  • Howe & Rusling's Wheaton Precious Metals position peaked at $5K in Q2 2014.
  • 285 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2015.

Based on Howe & Rusling's 13F filing for Q3 2015, filed 10 Nov 2015.