Sheaff Brock Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

Sheaff Brock Investment 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
2017 Q3	–	Sell	-72,085	Closed	-$1.43M	–	625
2017 Q2	$1.43M	Sell	72,085 -700	-1%	-$14.3K	0.19%	108
2017 Q1	$1.52M	Sell	72,785 -11,130	-13%	-$231K	0.2%	106
2016 Q4	$1.62M	Buy	83,915 +1,414	+2%	+$29.5K	0.21%	100
2016 Q3	$2.23M	Buy	82,501 +675	+0.8%	+$18.6K	0.3%	73
2016 Q2	$1.93M	Buy	81,826 +1,333	+2%	+$25.7K	0.24%	87
2016 Q1	$1.33M	Sell	80,493 -1,300	-2%	-$18.8K	0.16%	128
2015 Q4	$1.02M	Buy	+81,793	New	+$1.08M	0.12%	179

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

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

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

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

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

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

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

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

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

Sheaff Brock Investment Advisors's WPM Position: Q3 2017 in Review

Sheaff Brock Investment Advisors sold out of Wheaton Precious Metals (WPM) in Q3 2017, closing a stake of 72,085 shares — an estimated $1.43M sold.

Sheaff Brock Investment Advisors first reported a position in WPM in Q4 2015 and held it in 7 quarters. The position peaked at $2.23M in Q3 2016. 295 funds tracked by Wall St. Rank hold WPM as of Q3 2017.

Sheaff Brock Investment Advisors reported no remaining Wheaton Precious Metals position as of Q3 2017 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 72,085 Wheaton Precious Metals shares in Q3 2017, an estimated $1.43M.
Sheaff Brock Investment Advisors first reported a position in Wheaton Precious Metals in Q4 2015 and held it in 7 quarters.
Sheaff Brock Investment Advisors's Wheaton Precious Metals position peaked at $2.23M in Q3 2016.
295 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.