LWM
WPM icon

LBA Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

LBA 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
2016
Q1 		– Sell
-29,342
Closed -$364K – 446
2015
Q4 		$364K Buy
+29,342
New +$387K 0.21% 88

Other funds holding WPM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

LBA Wealth Management's WPM Position: Q1 2016 in Review

LBA Wealth Management sold out of Wheaton Precious Metals (WPM) in Q1 2016, closing a stake of 29,342 shares — an estimated $364K sold.

LBA Wealth Management first reported a position in WPM in Q4 2015 and held it in 1 quarter. The position peaked at $364K in Q4 2015. 322 funds tracked by Wall St. Rank hold WPM as of Q1 2016.

  • LBA Wealth Management reported no remaining Wheaton Precious Metals position as of Q1 2016 after selling out during the quarter.
  • LBA Wealth Management sold 29,342 Wheaton Precious Metals shares in Q1 2016, an estimated $364K.
  • LBA Wealth Management first reported a position in Wheaton Precious Metals in Q4 2015 and held it in 1 quarter.
  • LBA Wealth Management's Wheaton Precious Metals position peaked at $364K in Q4 2015.
  • 322 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2016.

Based on LBA Wealth Management's 13F filing for Q1 2016, filed 5 May 2016.