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Simply Money Advisors’s Wheaton Precious Metals WPM Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-65
Closed -$1K – 366
2013
Q2 		$1K Buy
+65
New +$1.55K ﹤0.01% 417

Other funds holding WPM

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Simply Money Advisors's WPM Position: Q3 2013 in Review

Simply Money Advisors sold out of Wheaton Precious Metals (WPM) in Q3 2013, closing a stake of 65 shares — an estimated $1K sold.

Simply Money Advisors first reported a position in WPM in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 283 funds tracked by Wall St. Rank hold WPM as of Q3 2013.

  • Simply Money Advisors reported no remaining Wheaton Precious Metals position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 65 Wheaton Precious Metals shares in Q3 2013, an estimated $1K.
  • Simply Money Advisors first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Wheaton Precious Metals position peaked at $1K in Q2 2013.
  • 283 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.