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Partnervest Advisory Services’s Wheaton Precious Metals WPM Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-1,558
Closed -$41K – 813
2014
Q2 		$41K Sell
1,558
-114
-7% -$2.55K 0.02% 404
2014
Q1 		$38K Hold
1,672
– – 0.02% 379
2013
Q4 		$34K Sell
1,672
-164
-9% -$3.56K 0.02% 380
2013
Q3 		$45K Sell
1,836
-52
-3% -$1.24K 0.02% 302
2013
Q2 		$37K Buy
+1,888
New +$45K 0.02% 293

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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Partnervest Advisory Services's WPM Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Wheaton Precious Metals (WPM) in Q3 2014, closing a stake of 1,558 shares — an estimated $41K sold.

Partnervest Advisory Services first reported a position in WPM in Q2 2013 and held it in 5 quarters. The position peaked at $45K in Q3 2013. 294 funds tracked by Wall St. Rank hold WPM as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Wheaton Precious Metals position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 1,558 Wheaton Precious Metals shares in Q3 2014, an estimated $41K.
  • Partnervest Advisory Services first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's Wheaton Precious Metals position peaked at $45K in Q3 2013.
  • 294 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.