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Mountain Capital Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-100
Closed -$2K – 436
2017
Q3 		$2K Hold
100
– – ﹤0.01% 450
2017
Q2 		$2K Buy
+100
New +$2.04K ﹤0.01% 467

Other funds holding WPM

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First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mountain Capital Investment Advisors's WPM Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Wheaton Precious Metals (WPM) in Q4 2017, closing a stake of 100 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in WPM in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 333 funds tracked by Wall St. Rank hold WPM as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Wheaton Precious Metals position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 100 Wheaton Precious Metals shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in Wheaton Precious Metals in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Wheaton Precious Metals position peaked at $2K in Q3 2017.
  • 333 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.