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Ruggie Capital Group’s Wheaton Precious Metals WPM Stock Holding History

Ruggie Capital 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
2016
Q3 		– Sell
-2,533
Closed -$60K – 221
2016
Q2 		$60K Hold
2,533
– – 0.06% 88
2016
Q1 		$42K Buy
+2,533
New +$36.7K 0.04% 83

Other funds holding WPM

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Fidelity Investments
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CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ruggie Capital Group's WPM Position: Q3 2016 in Review

Ruggie Capital Group sold out of Wheaton Precious Metals (WPM) in Q3 2016, closing a stake of 2,533 shares — an estimated $60K sold.

Ruggie Capital Group first reported a position in WPM in Q1 2016 and held it in 2 quarters. The position peaked at $60K in Q2 2016. 328 funds tracked by Wall St. Rank hold WPM as of Q3 2016.

  • Ruggie Capital Group reported no remaining Wheaton Precious Metals position as of Q3 2016 after selling out during the quarter.
  • Ruggie Capital Group sold 2,533 Wheaton Precious Metals shares in Q3 2016, an estimated $60K.
  • Ruggie Capital Group first reported a position in Wheaton Precious Metals in Q1 2016 and held it in 2 quarters.
  • Ruggie Capital Group's Wheaton Precious Metals position peaked at $60K in Q2 2016.
  • 328 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2016.

Based on Ruggie Capital Group's 13F filing for Q3 2016, filed 10 Nov 2016.