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Private Wealth Partners’s Wheaton Precious Metals WPM Stock Holding History

Private Wealth Partners’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
2016
Q2 		– Sell
-30,000
Closed -$497K – 132
2016
Q1 		$497K Buy
+30,000
New +$434K 0.12% 91

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Private Wealth Partners's WPM Position: Q2 2016 in Review

Private Wealth Partners sold out of Wheaton Precious Metals (WPM) in Q2 2016, closing a stake of 30,000 shares — an estimated $497K sold.

Private Wealth Partners first reported a position in WPM in Q1 2016 and held it in 1 quarter. The position peaked at $497K in Q1 2016. 328 funds tracked by Wall St. Rank hold WPM as of Q2 2016.

  • Private Wealth Partners reported no remaining Wheaton Precious Metals position as of Q2 2016 after selling out during the quarter.
  • Private Wealth Partners sold 30,000 Wheaton Precious Metals shares in Q2 2016, an estimated $497K.
  • Private Wealth Partners first reported a position in Wheaton Precious Metals in Q1 2016 and held it in 1 quarter.
  • Private Wealth Partners's Wheaton Precious Metals position peaked at $497K in Q1 2016.
  • 328 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2016.

Based on Private Wealth Partners's 13F filing for Q2 2016, filed 27 Jul 2016.