Kavar Capital Partners Group’s Wheaton Precious Metals WPM Stock Holding History

Kavar Capital Partners Group’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 Q4	–	Sell	-975	Closed	-$11K	–	530
2015 Q3	$11K	Sell	975 -175	-15%	-$2.28K	0.01%	276
2015 Q2	$19K	Buy	+1,150	New	+$22.1K	0.01%	253
2014 Q2	–	Sell	-325	Closed	-$7K	–	450
2014 Q1	$7K	Buy	+325	New	+$7.67K	0.01%	334

Other funds holding WPM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Kavar Capital Partners Group's WPM Position: Q4 2015 in Review

Kavar Capital Partners Group sold out of Wheaton Precious Metals (WPM) in Q4 2015, closing a stake of 975 shares — an estimated $11K sold.

Kavar Capital Partners Group first reported a position in WPM in Q1 2014 and held it in 3 quarters. The position peaked at $19K in Q2 2015. 285 funds tracked by Wall St. Rank hold WPM as of Q4 2015.

Kavar Capital Partners Group reported no remaining Wheaton Precious Metals position as of Q4 2015 after selling out during the quarter.
Kavar Capital Partners Group sold 975 Wheaton Precious Metals shares in Q4 2015, an estimated $11K.
Kavar Capital Partners Group first reported a position in Wheaton Precious Metals in Q1 2014 and held it in 3 quarters.
Kavar Capital Partners Group's Wheaton Precious Metals position peaked at $19K in Q2 2015.
285 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2015.

Based on Kavar Capital Partners Group's 13F filing for Q4 2015, filed 1 May 2019.