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MUFG Americas’s Wheaton Precious Metals WPM Stock Holding History

MUFG Americas’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
-6,000
Closed -$115K – 1163
2017
Q3 		$115K Hold
6,000
– – ﹤0.01% 483
2017
Q2 		$119K Buy
+6,000
New +$123K ﹤0.01% 480
2014
Q4 		– Sell
-300
Closed -$6K – 1311
2014
Q3 		$6K Sell
300
-100
-25% -$2.49K ﹤0.01% 1063
2014
Q2 		$11K Sell
400
-100
-20% -$2.24K ﹤0.01% 931
2014
Q1 		$11K Hold
500
– – ﹤0.01% 896
2013
Q4 		$10K Sell
500
-100
-17% -$2.17K ﹤0.01% 918
2013
Q3 		$15K Buy
+600
New +$14.3K ﹤0.01% 941

Other funds holding WPM

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VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
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

MUFG Americas's WPM Position: Q4 2017 in Review

MUFG Americas sold out of Wheaton Precious Metals (WPM) in Q4 2017, closing a stake of 6,000 shares — an estimated $115K sold.

MUFG Americas first reported a position in WPM in Q3 2013 and held it in 7 quarters. The position peaked at $119K in Q2 2017. 333 funds tracked by Wall St. Rank hold WPM as of Q4 2017.

  • MUFG Americas reported no remaining Wheaton Precious Metals position as of Q4 2017 after selling out during the quarter.
  • MUFG Americas sold 6,000 Wheaton Precious Metals shares in Q4 2017, an estimated $115K.
  • MUFG Americas first reported a position in Wheaton Precious Metals in Q3 2013 and held it in 7 quarters.
  • MUFG Americas's Wheaton Precious Metals position peaked at $119K in Q2 2017.
  • 333 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2017.

Based on MUFG Americas's 13F filing for Q4 2017, filed 8 Feb 2018.