SNS Financial Group’s Wheaton Precious Metals WPM Stock Holding History

SNS Financial 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
2020 Q1	–	Sell	-10,745	Closed	-$320K	–	239
2019 Q4	$320K	Hold	10,745	–	–	0.06%	160
2019 Q3	$282K	Hold	10,745	–	–	0.05%	157
2019 Q2	$260K	Hold	10,745	–	–	0.05%	166
2019 Q1	$256K	Hold	10,745	–	–	0.06%	158
2018 Q4	$210K	Hold	10,745	–	–	0.05%	166
2018 Q3	$188K	Buy	10,745 +500	+5%	+$9.59K	0.05%	168
2018 Q2	$226K	Sell	10,245 -1,545	-13%	-$33.2K	0.06%	152
2018 Q1	$240K	Buy	11,790 +300	+3%	+$6.16K	0.07%	139
2017 Q4	$254K	Buy	+11,490	New	+$239K	0.06%	145
2017 Q2	–	Sell	-9,290	Closed	-$194K	–	206
2017 Q1	$194K	Sell	9,290 -1,835	-16%	-$38.1K	0.05%	164
2016 Q4	$215K	Buy	+11,125	New	+$232K	0.06%	159

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

SNS Financial Group's WPM Position: Q1 2020 in Review

SNS Financial Group sold out of Wheaton Precious Metals (WPM) in Q1 2020, closing a stake of 10,745 shares — an estimated $320K sold.

SNS Financial Group first reported a position in WPM in Q4 2016 and held it in 11 quarters. The position peaked at $320K in Q4 2019. 382 funds tracked by Wall St. Rank hold WPM as of Q1 2020.

SNS Financial Group reported no remaining Wheaton Precious Metals position as of Q1 2020 after selling out during the quarter.
SNS Financial Group sold 10,745 Wheaton Precious Metals shares in Q1 2020, an estimated $320K.
SNS Financial Group first reported a position in Wheaton Precious Metals in Q4 2016 and held it in 11 quarters.
SNS Financial Group's Wheaton Precious Metals position peaked at $320K in Q4 2019.
382 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2020.

Based on SNS Financial Group's 13F filing for Q1 2020, filed 7 May 2020.