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Mosaic Family Wealth’s Wheaton Precious Metals WPM Stock Holding History

Mosaic Family Wealth’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
Q1 		– Sell
-400
Closed -$9K – 703
2017
Q4 		$9K Hold
400
– – ﹤0.01% 546
2017
Q3 		$8K Hold
400
– – ﹤0.01% 612
2017
Q2 		$8K Sell
400
-2,000
-83% -$40.9K ﹤0.01% 532
2017
Q1 		$50K Hold
2,400
– – 0.02% 323
2016
Q4 		$46K Hold
2,400
– – 0.02% 336
2016
Q3 		$65K Buy
2,400
+2,000
+500% +$55K 0.03% 297
2016
Q2 		$10K Hold
400
– – ﹤0.01% 534
2016
Q1 		$6K Sell
400
-2,000
-83% -$29K ﹤0.01% 586
2015
Q4 		$29K Buy
+2,400
New +$31.7K 0.01% 396

Other funds holding WPM

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Mosaic Family Wealth's WPM Position: Q1 2018 in Review

Mosaic Family Wealth sold out of Wheaton Precious Metals (WPM) in Q1 2018, closing a stake of 400 shares — an estimated $9K sold.

Mosaic Family Wealth first reported a position in WPM in Q4 2015 and held it in 9 quarters. The position peaked at $65K in Q3 2016. 328 funds tracked by Wall St. Rank hold WPM as of Q1 2018.

  • Mosaic Family Wealth reported no remaining Wheaton Precious Metals position as of Q1 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 400 Wheaton Precious Metals shares in Q1 2018, an estimated $9K.
  • Mosaic Family Wealth first reported a position in Wheaton Precious Metals in Q4 2015 and held it in 9 quarters.
  • Mosaic Family Wealth's Wheaton Precious Metals position peaked at $65K in Q3 2016.
  • 328 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2018.

Based on Mosaic Family Wealth's 13F filing for Q1 2018, filed 15 May 2018.