National Planning Corporation’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-24,338
Closed -$463K 626
2017
Q3
$463K Sell
24,338
-1,401
-5% -$27.6K 0.04% 384
2017
Q2
$498K Sell
25,739
-1,053
-4% -$21.5K 0.04% 408
2017
Q1
$570K Buy
26,792
+400
+2% +$8.32K 0.04% 352
2016
Q4
$586K Hold
26,392
0.05% 333
2016
Q3
$616K Buy
26,392
+490
+2% +$13.5K 0.05% 318
2016
Q2
$757K Sell
25,902
-953
-4% -$18.4K 0.06% 295
2016
Q1
$524K Sell
26,855
-3,667
-12% -$53.1K 0.05% 345
2015
Q4
$431K Buy
30,522
+3,664
+14% +$48.4K 0.04% 441
2015
Q3
$366K Buy
26,858
+515
+2% +$6.72K 0.03% 410
2015
Q2
$348K Sell
26,343
-1,308
-5% -$25.1K 0.03% 439
2015
Q1
$548K Sell
27,651
-4,884
-15% -$104K 0.05% 328
2014
Q4
$696K Buy
32,535
+1,424
+5% +$28.3K 0.05% 318
2014
Q3
$597K Buy
31,111
+2,617
+9% +$65.2K 0.05% 353
2014
Q2
$749K Sell
28,494
-992
-3% -$22.2K 0.06% 305
2014
Q1
$681K Buy
29,486
+5,213
+21% +$123K 0.06% 305
2013
Q4
$491K Sell
24,273
-30,078
-55% -$653K 0.04% 367
2013
Q3
$1.31M Buy
54,351
+39,684
+271% +$944K 0.13% 176
2013
Q2
$290K Buy
+14,667
New +$349K 0.04% 394

Other funds holding WPM

National Planning Corporation's WPM Position: Q4 2017 in Review

National Planning Corporation sold out of Wheaton Precious Metals (WPM) in Q4 2017, closing a stake of 24,338 shares — an estimated $463K sold.

National Planning Corporation first reported a position in WPM in Q2 2013 and held it in 18 quarters. The position peaked at $1.31M in Q3 2013. 333 funds tracked by Wall St. Rank hold WPM as of Q4 2017.

  • National Planning Corporation reported no remaining Wheaton Precious Metals position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 24,338 Wheaton Precious Metals shares in Q4 2017, an estimated $463K.
  • National Planning Corporation first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Wheaton Precious Metals position peaked at $1.31M in Q3 2013.
  • 333 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.