Patriot Financial Group Insurance Agency’s Wheaton Precious Metals WPM Stock Holding History

Patriot Financial Group Insurance Agency’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 Q4	–	Sell	-100	Closed	-$2K	–	1127
2018 Q3	$2K	Sell	100 -563	-85%	-$10.8K	﹤0.01%	874
2018 Q2	$15K	Sell	663 -100	-13%	-$2.15K	0.02%	336
2018 Q1	$16K	Sell	763 -200	-21%	-$4.11K	0.01%	519
2017 Q4	$20K	Hold	963	–	–	0.02%	464
2017 Q3	$19K	Hold	963	–	–	0.02%	425
2017 Q2	$19K	Sell	963 -200	-17%	-$4.09K	0.02%	402
2017 Q1	$25K	Buy	1,163 +663	+133%	+$13.8K	0.03%	323
2016 Q4	$11K	Buy	+500	New	+$10.4K	0.02%	452

Other funds holding WPM

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

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

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

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WPM Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of Wheaton Precious Metals (WPM) in Q4 2018, closing a stake of 100 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in WPM in Q4 2016 and held it in 8 quarters. The position peaked at $25K in Q1 2017. 323 funds tracked by Wall St. Rank hold WPM as of Q4 2018.

Patriot Financial Group Insurance Agency reported no remaining Wheaton Precious Metals position as of Q4 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 100 Wheaton Precious Metals shares in Q4 2018, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in Wheaton Precious Metals in Q4 2016 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Wheaton Precious Metals position peaked at $25K in Q1 2017.
323 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.