Marietta Investment Partners’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
– Sell
-9,500
Closed -$210K – 147
2018
Q2
$210K Buy
+9,500
New +$204K 0.07% 135
2018
Q1
– Sell
-9,500
Closed -$210K – 139
2017
Q4
$210K Buy
+9,500
New +$198K 0.06% 136
2016
Q4
– Sell
-9,500
Closed -$257K – 156
2016
Q3
$257K Hold
9,500
– – 0.08% 131
2016
Q2
$224K Buy
+9,500
New +$183K 0.08% 135
2014
Q3
– Sell
-9,800
Closed -$257K – 116
2014
Q2
$257K Hold
9,800
– – 0.11% 103
2014
Q1
$222K Buy
+9,800
New +$231K 0.09% 120
2013
Q4
– Sell
-9,800
Closed -$243K – 137
2013
Q3
$243K Buy
+9,800
New +$233K 0.1% 119

Other funds holding WPM

Marietta Investment Partners's WPM Position: Q3 2018 in Review

Marietta Investment Partners sold out of Wheaton Precious Metals (WPM) in Q3 2018, closing a stake of 9,500 shares — an estimated $210K sold.

Marietta Investment Partners first reported a position in WPM in Q3 2013 and held it in 7 quarters. The position peaked at $257K in Q3 2016. 326 funds tracked by Wall St. Rank hold WPM as of Q3 2018.

  • Marietta Investment Partners reported no remaining Wheaton Precious Metals position as of Q3 2018 after selling out during the quarter.
  • Marietta Investment Partners sold 9,500 Wheaton Precious Metals shares in Q3 2018, an estimated $210K.
  • Marietta Investment Partners first reported a position in Wheaton Precious Metals in Q3 2013 and held it in 7 quarters.
  • Marietta Investment Partners's Wheaton Precious Metals position peaked at $257K in Q3 2016.
  • 326 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2018.

Based on Marietta Investment Partners's 13F filing for Q3 2018, filed 14 Nov 2018.