Investors Capital Advisory Services’s Wheaton Precious Metals WPM Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$703K	Buy	29,877 +993	+3%	+$19.1K	0.13%	203
2016 Q1	$478K	Buy	28,884 +42	+0.1%	+$608	0.1%	282
2015 Q4	$358K	Sell	28,842 -252	-0.9%	-$3.33K	0.07%	389
2015 Q3	$349K	Buy	29,094 +46	+0.2%	+$600	0.07%	388
2015 Q2	$503K	Sell	29,048 -2,223	-7%	-$42.7K	0.09%	310
2015 Q1	$594K	Buy	31,271 +300	+1%	+$6.38K	0.11%	256
2014 Q4	$629K	Sell	30,971 -5,498	-15%	-$109K	0.12%	244
2014 Q3	$726K	Buy	36,469 +1,556	+4%	+$38.7K	0.14%	207
2014 Q2	$917K	Sell	34,913 -2,538	-7%	-$56.8K	0.15%	217
2014 Q1	$850K	Sell	37,451 -1,550	-4%	-$36.6K	0.18%	168
2013 Q4	$787K	Buy	39,001 +9,701	+33%	+$211K	0.18%	159
2013 Q3	$725K	Sell	29,300 -1,200	-4%	-$28.5K	0.19%	152
2013 Q2	$599K	Buy	+30,500	New	+$726K	0.18%	159

Other funds holding WPM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Investors Capital Advisory Services's WPM Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Wheaton Precious Metals (WPM) stake by 3.4% in Q2 2016, buying an estimated $19.1K and bringing the position to 29,877 shares worth $703K. The position accounts for 0.13% of the portfolio, ranked #203.

Investors Capital Advisory Services first reported a position in WPM in Q2 2013 and has held it in 13 quarters since. The position peaked at $917K in Q2 2014. 328 funds tracked by Wall St. Rank hold WPM as of Q2 2016.

Investors Capital Advisory Services held 29,877 shares of Wheaton Precious Metals worth $703K as of Q2 2016.
Investors Capital Advisory Services bought 993 Wheaton Precious Metals shares in Q2 2016, an estimated $19.1K.
Wheaton Precious Metals made up 0.13% of Investors Capital Advisory Services's portfolio in Q2 2016, its #203 holding.
Investors Capital Advisory Services first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Wheaton Precious Metals position peaked at $917K in Q2 2014.
328 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.