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Pinkerton Retirement Specialists’s Wheaton Precious Metals WPM Stock Holding History

Pinkerton Retirement Specialists’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
-3,454
Closed -$60K – 149
2018
Q3 		$60K Buy
3,454
+17
+0.5% +$326 0.02% 79
2018
Q2 		$76K Buy
3,437
+425
+14% +$9.14K 0.03% 78
2018
Q1 		$61K Hold
3,012
– – 0.03% 80
2017
Q4 		$67K Buy
3,012
+13
+0.4% +$271 0.03% 82
2017
Q3 		$58K Buy
2,999
+15
+0.5% +$295 0.03% 65
2017
Q2 		$59K Buy
+2,984
New +$61K 0.03% 65

Other funds holding WPM

Franklin Resources
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First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Pinkerton Retirement Specialists's WPM Position: Q4 2018 in Review

Pinkerton Retirement Specialists sold out of Wheaton Precious Metals (WPM) in Q4 2018, closing a stake of 3,454 shares — an estimated $60K sold.

Pinkerton Retirement Specialists first reported a position in WPM in Q2 2017 and held it in 6 quarters. The position peaked at $76K in Q2 2018. 323 funds tracked by Wall St. Rank hold WPM as of Q4 2018.

  • Pinkerton Retirement Specialists reported no remaining Wheaton Precious Metals position as of Q4 2018 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 3,454 Wheaton Precious Metals shares in Q4 2018, an estimated $60K.
  • Pinkerton Retirement Specialists first reported a position in Wheaton Precious Metals in Q2 2017 and held it in 6 quarters.
  • Pinkerton Retirement Specialists's Wheaton Precious Metals position peaked at $76K in Q2 2018.
  • 323 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2018.

Based on Pinkerton Retirement Specialists's 13F filing for Q4 2018, filed 15 Feb 2019.