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McAdams Wright Ragen’s Wheaton Precious Metals WPM Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$410K Buy
20,600
+600
+3% +$14.9K 0.02% 294
2014
Q2 		$525K Buy
+20,000
New +$448K 0.03% 255

Other funds holding WPM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

McAdams Wright Ragen's WPM Position: Q3 2014 in Review

McAdams Wright Ragen increased its Wheaton Precious Metals (WPM) stake by 3% in Q3 2014, buying an estimated $14.9K and bringing the position to 20,600 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #294.

McAdams Wright Ragen first reported a position in WPM in Q2 2014 and has held it in 2 quarters since. The position peaked at $525K in Q2 2014. 295 funds tracked by Wall St. Rank hold WPM as of Q3 2014.

  • McAdams Wright Ragen held 20,600 shares of Wheaton Precious Metals worth $410K as of Q3 2014.
  • McAdams Wright Ragen bought 600 Wheaton Precious Metals shares in Q3 2014, an estimated $14.9K.
  • Wheaton Precious Metals made up 0.02% of McAdams Wright Ragen's portfolio in Q3 2014, its #294 holding.
  • McAdams Wright Ragen first reported a position in Wheaton Precious Metals in Q2 2014 and has held it in 2 quarters since.
  • McAdams Wright Ragen's Wheaton Precious Metals position peaked at $525K in Q2 2014.
  • 295 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.