Jolley Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Jolley Asset 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
2018 Q3	–	Sell	-330	Closed	-$7K	–	160
2018 Q2	$7K	Hold	330	–	–	﹤0.01%	158
2018 Q1	$7K	Hold	330	–	–	﹤0.01%	167
2017 Q4	$7K	Hold	330	–	–	﹤0.01%	161
2017 Q3	$6K	Hold	330	–	–	﹤0.01%	164
2017 Q2	$7K	Hold	330	–	–	﹤0.01%	154
2017 Q1	$7K	Hold	330	–	–	0.01%	142
2016 Q4	$6K	Buy	+330	New	+$6.88K	﹤0.01%	144

Other funds holding WPM

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jolley Asset Management's WPM Position: Q3 2018 in Review

Jolley Asset Management sold out of Wheaton Precious Metals (WPM) in Q3 2018, closing a stake of 330 shares — an estimated $7K sold.

Jolley Asset Management first reported a position in WPM in Q4 2016 and held it in 7 quarters. The position peaked at $7K in Q2 2018. 326 funds tracked by Wall St. Rank hold WPM as of Q3 2018.

Jolley Asset Management reported no remaining Wheaton Precious Metals position as of Q3 2018 after selling out during the quarter.
Jolley Asset Management sold 330 Wheaton Precious Metals shares in Q3 2018, an estimated $7K.
Jolley Asset Management first reported a position in Wheaton Precious Metals in Q4 2016 and held it in 7 quarters.
Jolley Asset Management's Wheaton Precious Metals position peaked at $7K in Q2 2018.
326 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2018.

Based on Jolley Asset Management's 13F filing for Q3 2018, filed 18 Oct 2018.