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Institute for Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Institute for Wealth 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
2014
Q1 		– Sell
-75
Closed -$2K – 84
2013
Q4 		$2K Hold
75
– – ﹤0.01% 71
2013
Q3 		$2K Buy
+75
New +$1.78K ﹤0.01% 66

Other funds holding WPM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Institute for Wealth Management's WPM Position: Q1 2014 in Review

Institute for Wealth Management sold out of Wheaton Precious Metals (WPM) in Q1 2014, closing a stake of 75 shares — an estimated $2K sold.

Institute for Wealth Management first reported a position in WPM in Q3 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2013. 302 funds tracked by Wall St. Rank hold WPM as of Q1 2014.

  • Institute for Wealth Management reported no remaining Wheaton Precious Metals position as of Q1 2014 after selling out during the quarter.
  • Institute for Wealth Management sold 75 Wheaton Precious Metals shares in Q1 2014, an estimated $2K.
  • Institute for Wealth Management first reported a position in Wheaton Precious Metals in Q3 2013 and held it in 2 quarters.
  • Institute for Wealth Management's Wheaton Precious Metals position peaked at $2K in Q4 2013.
  • 302 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2014.

Based on Institute for Wealth Management's 13F filing for Q1 2014, filed 11 Apr 2014.