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Index Management Solutions’s Wheaton Precious Metals WPM Stock Holding History

Index Management Solutions’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 		$7K Sell
567
-179
-24% -$2.34K 0.01% 605
2015
Q2 		$13K Buy
746
+72
+11% +$1.38K 0.01% 577
2015
Q1 		$13K Buy
+674
New +$14.3K 0.01% 531

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

Index Management Solutions's WPM Position: Q3 2015 in Review

Index Management Solutions reduced its Wheaton Precious Metals (WPM) stake by 24% in Q3 2015, selling an estimated $2.34K and leaving 567 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #605.

Index Management Solutions first reported a position in WPM in Q1 2015 and has held it in 3 quarters since. The position peaked at $13K in Q2 2015. 285 funds tracked by Wall St. Rank hold WPM as of Q3 2015.

  • Index Management Solutions held 567 shares of Wheaton Precious Metals worth $7K as of Q3 2015.
  • Index Management Solutions sold 179 Wheaton Precious Metals shares in Q3 2015, an estimated $2.34K.
  • Wheaton Precious Metals made up 0.01% of Index Management Solutions's portfolio in Q3 2015, its #605 holding.
  • Index Management Solutions first reported a position in Wheaton Precious Metals in Q1 2015 and has held it in 3 quarters since.
  • Index Management Solutions's Wheaton Precious Metals position peaked at $13K in Q2 2015.
  • 285 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.