RPg Family Wealth Advisory’s Wheaton Precious Metals WPM Stock Holding History

RPg Family Wealth Advisory’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 Q4	–	Sell	-1,025	Closed	-$27.7K	–	294
2016 Q3	$27.7K	Buy	1,025 +111	+12%	+$3.05K	0.02%	151
2016 Q2	$21.5K	Hold	914	–	–	0.01%	186
2016 Q1	$15.2K	Buy	+914	New	+$13.2K	0.01%	214

Other funds holding WPM

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

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

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

RPg Family Wealth Advisory's WPM Position: Q4 2016 in Review

RPg Family Wealth Advisory sold out of Wheaton Precious Metals (WPM) in Q4 2016, closing a stake of 1,025 shares — an estimated $27.7K sold.

RPg Family Wealth Advisory first reported a position in WPM in Q1 2016 and held it in 3 quarters. The position peaked at $27.7K in Q3 2016. 327 funds tracked by Wall St. Rank hold WPM as of Q4 2016.

RPg Family Wealth Advisory reported no remaining Wheaton Precious Metals position as of Q4 2016 after selling out during the quarter.
RPg Family Wealth Advisory sold 1,025 Wheaton Precious Metals shares in Q4 2016, an estimated $27.7K.
RPg Family Wealth Advisory first reported a position in Wheaton Precious Metals in Q1 2016 and held it in 3 quarters.
RPg Family Wealth Advisory's Wheaton Precious Metals position peaked at $27.7K in Q3 2016.
327 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2016, filed 13 Feb 2017.