PWAG
WPM icon

Polaris Wealth Advisory Group’s Wheaton Precious Metals WPM Stock Holding History

Polaris Wealth Advisory Group’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
Q2 		– Sell
-250
Closed -$6K – 154
2014
Q1 		$6K Hold
250
– – ﹤0.01% 146
2013
Q4 		$5K Hold
250
– – ﹤0.01% 170
2013
Q3 		$6.19K Buy
+250
New +$5.95K ﹤0.01% 123

Other funds holding WPM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Polaris Wealth Advisory Group's WPM Position: Q2 2014 in Review

Polaris Wealth Advisory Group sold out of Wheaton Precious Metals (WPM) in Q2 2014, closing a stake of 250 shares — an estimated $6K sold.

Polaris Wealth Advisory Group first reported a position in WPM in Q3 2013 and held it in 3 quarters. The position peaked at $6.19K in Q3 2013. 300 funds tracked by Wall St. Rank hold WPM as of Q2 2014.

  • Polaris Wealth Advisory Group reported no remaining Wheaton Precious Metals position as of Q2 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 250 Wheaton Precious Metals shares in Q2 2014, an estimated $6K.
  • Polaris Wealth Advisory Group first reported a position in Wheaton Precious Metals in Q3 2013 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Wheaton Precious Metals position peaked at $6.19K in Q3 2013.
  • 300 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2014, filed 5 Aug 2014.