Sheets Smith Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Sheets Smith Wealth Management’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	-31,857	Closed	-$861K	–	302
2016 Q3	$861K	Sell	31,857 -471	-1%	-$13K	0.24%	123
2016 Q2	$761K	Buy	+32,328	New	+$623K	0.22%	146
2014 Q4	–	Sell	-11,303	Closed	-$225K	–	278
2014 Q3	$225K	Buy	11,303 +3,516	+45%	+$87.5K	0.06%	216
2014 Q2	$205K	Buy	+7,787	New	+$174K	0.06%	245

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

Sheets Smith Wealth Management's WPM Position: Q4 2016 in Review

Sheets Smith Wealth Management sold out of Wheaton Precious Metals (WPM) in Q4 2016, closing a stake of 31,857 shares — an estimated $861K sold.

Sheets Smith Wealth Management first reported a position in WPM in Q2 2014 and held it in 4 quarters. The position peaked at $861K in Q3 2016. 327 funds tracked by Wall St. Rank hold WPM as of Q4 2016.

Sheets Smith Wealth Management reported no remaining Wheaton Precious Metals position as of Q4 2016 after selling out during the quarter.
Sheets Smith Wealth Management sold 31,857 Wheaton Precious Metals shares in Q4 2016, an estimated $861K.
Sheets Smith Wealth Management first reported a position in Wheaton Precious Metals in Q2 2014 and held it in 4 quarters.
Sheets Smith Wealth Management's Wheaton Precious Metals position peaked at $861K in Q3 2016.
327 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2016, filed 3 Feb 2017.