Signature Wealth Management Group’s Wheaton Precious Metals WPM Stock Holding History

Signature Wealth Management 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
2018 Q4	–	Sell	-100	Closed	-$2K	–	302
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	303
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	301
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	301
2017 Q4	$2K	Buy	+100	New	+$2.08K	﹤0.01%	320

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

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

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 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

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

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

Signature Wealth Management Group's WPM Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Wheaton Precious Metals (WPM) in Q4 2018, closing a stake of 100 shares — an estimated $2K sold.

Signature Wealth Management Group first reported a position in WPM in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q3 2018. 323 funds tracked by Wall St. Rank hold WPM as of Q4 2018.

Signature Wealth Management Group reported no remaining Wheaton Precious Metals position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 100 Wheaton Precious Metals shares in Q4 2018, an estimated $2K.
Signature Wealth Management Group first reported a position in Wheaton Precious Metals in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's Wheaton Precious Metals position peaked at $2K in Q3 2018.
323 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.