Integrated Wealth Management (Palm Desert)’s Wheaton Precious Metals WPM Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$338K	Buy	16,223 +1,473	+10%	+$30.6K	0.11%	172
2016 Q4	$285K	Buy	+14,750	New	+$308K	0.11%	181
2015 Q3	–	Sell	-610	Closed	-$11K	–	1396
2015 Q2	$11K	Buy	+610	New	+$11.7K	﹤0.01%	777

Other funds holding WPM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s WPM Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Wheaton Precious Metals (WPM) stake by 10% in Q1 2017, buying an estimated $30.6K and bringing the position to 16,223 shares worth $338K. The position accounts for 0.11% of the portfolio, ranked #172.

Integrated Wealth Management (Palm Desert) first reported a position in WPM in Q2 2015 and has held it in 3 quarters since. 333 funds tracked by Wall St. Rank hold WPM as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 16,223 shares of Wheaton Precious Metals worth $338K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 1,473 Wheaton Precious Metals shares in Q1 2017, an estimated $30.6K.
Wheaton Precious Metals made up 0.11% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #172 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Wheaton Precious Metals in Q2 2015 and has held it in 3 quarters since.
333 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.