Reilly Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History

Reilly Financial Advisors’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
2019 Q2	–	Sell	-561	Closed	-$13K	–	1016
2019 Q1	$13K	Buy	+561	New	+$11.9K	﹤0.01%	624
2015 Q4	–	Sell	-100	Closed	-$1K	–	1402
2015 Q3	$1K	Buy	+100	New	+$1.3K	﹤0.01%	1222
2014 Q1	–	Sell	-300	Closed	-$6K	–	866
2013 Q4	$6K	Buy	+300	New	+$6.52K	﹤0.01%	650

Other funds holding WPM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Reilly Financial Advisors's WPM Position: Q2 2019 in Review

Reilly Financial Advisors sold out of Wheaton Precious Metals (WPM) in Q2 2019, closing a stake of 561 shares — an estimated $13K sold.

Reilly Financial Advisors first reported a position in WPM in Q4 2013 and held it in 3 quarters. The position peaked at $13K in Q1 2019. 340 funds tracked by Wall St. Rank hold WPM as of Q2 2019.

Reilly Financial Advisors reported no remaining Wheaton Precious Metals position as of Q2 2019 after selling out during the quarter.
Reilly Financial Advisors sold 561 Wheaton Precious Metals shares in Q2 2019, an estimated $13K.
Reilly Financial Advisors first reported a position in Wheaton Precious Metals in Q4 2013 and held it in 3 quarters.
Reilly Financial Advisors's Wheaton Precious Metals position peaked at $13K in Q1 2019.
340 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2019.

Based on Reilly Financial Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.