Old Mutual Customised Solutions’s Wheaton Precious Metals WPM Stock Holding History

Old Mutual Customised Solutions’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 Q2	$95K	Hold	4,300	–	–	0.01%	687
2018 Q1	$88K	Hold	4,300	–	–	0.01%	681
2017 Q4	$95K	Hold	4,300	–	–	0.01%	673
2017 Q3	$82K	Hold	4,300	–	–	0.01%	713
2017 Q2	$85K	Sell	4,300 -10,000	-70%	-$204K	0.01%	690
2017 Q1	$297K	Buy	14,300 +3,100	+28%	+$64.4K	0.05%	438
2016 Q4	$217K	Buy	11,200 +4,300	+62%	+$89.6K	0.04%	487
2016 Q3	$186K	Buy	6,900 +2,100	+44%	+$57.8K	0.05%	401
2016 Q2	$112K	Hold	4,800	–	–	0.03%	594
2016 Q1	$80K	Hold	4,800	–	–	0.02%	629
2015 Q4	$59K	Hold	4,800	–	–	0.01%	666
2015 Q3	$57K	Hold	4,800	–	–	0.02%	677
2015 Q2	$83K	Hold	4,800	–	–	0.02%	662
2015 Q1	$91K	Buy	4,800 +4,000	+500%	+$85.1K	0.02%	646
2014 Q4	$19K	Buy	800 +300	+60%	+$5.96K	0.01%	703
2014 Q3	$10K	Sell	500 -2,900	-85%	-$72.2K	﹤0.01%	707
2014 Q2	$90K	Buy	3,400 +2,400	+240%	+$53.7K	0.02%	619
2014 Q1	$23K	Hold	1,000	–	–	0.01%	745
2013 Q4	$20K	Hold	1,000	–	–	0.01%	763
2013 Q3	$25K	Hold	1,000	–	–	0.01%	745
2013 Q2	$20K	Buy	+1,000	New	+$23.8K	0.01%	1236

Other funds holding WPM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return

Old Mutual Customised Solutions's WPM Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Wheaton Precious Metals (WPM) position steady in Q2 2018 at 4,300 shares worth $95K. The position accounts for 0.01% of the portfolio, ranked #687.

Old Mutual Customised Solutions first reported a position in WPM in Q2 2013 and has held it in 21 quarters since. The position peaked at $297K in Q1 2017. 334 funds tracked by Wall St. Rank hold WPM as of Q2 2018.

Old Mutual Customised Solutions held 4,300 shares of Wheaton Precious Metals worth $95K as of Q2 2018.
Old Mutual Customised Solutions left its Wheaton Precious Metals share count unchanged in Q2 2018.
Wheaton Precious Metals made up 0.01% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #687 holding.
Old Mutual Customised Solutions first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Wheaton Precious Metals position peaked at $297K in Q1 2017.
334 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.