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Measured Wealth Private Client Group’s Wheaton Precious Metals WPM Stock Holding History

Measured Wealth Private Client 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
2018
Q4 		– Sell
-3,566
Closed -$63K – 713
2018
Q3 		$63K Buy
+3,566
New +$68.4K 0.04% 303

Other funds holding WPM

Franklin Resources
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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Measured Wealth Private Client Group's WPM Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Wheaton Precious Metals (WPM) in Q4 2018, closing a stake of 3,566 shares — an estimated $63K sold.

Measured Wealth Private Client Group first reported a position in WPM in Q3 2018 and held it in 1 quarter. The position peaked at $63K in Q3 2018. 323 funds tracked by Wall St. Rank hold WPM as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Wheaton Precious Metals position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 3,566 Wheaton Precious Metals shares in Q4 2018, an estimated $63K.
  • Measured Wealth Private Client Group first reported a position in Wheaton Precious Metals in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Wheaton Precious Metals position peaked at $63K in Q3 2018.
  • 323 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.