South Georgia Capital’s Wheaton Precious Metals WPM Stock Holding History

South Georgia Capital’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
2015 Q3	$6K	Hold	500	–	–	0.01%	154
2015 Q2	$9K	Hold	500	–	–	0.02%	152
2015 Q1	$10K	Hold	500	–	–	0.02%	152
2014 Q4	$10K	Hold	500	–	–	0.02%	149
2014 Q3	$10K	Sell	500 -500	-50%	-$12.4K	0.01%	148
2014 Q2	$26K	Hold	1,000	–	–	0.03%	117
2014 Q1	$23K	Hold	1,000	–	–	0.02%	117
2013 Q4	$20K	Buy	+1,000	New	+$21.7K	0.01%	140

Other funds holding WPM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

South Georgia Capital's WPM Position: Q3 2015 in Review

South Georgia Capital held its Wheaton Precious Metals (WPM) position steady in Q3 2015 at 500 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #154.

South Georgia Capital first reported a position in WPM in Q4 2013 and has held it in 8 quarters since. The position peaked at $26K in Q2 2014. 285 funds tracked by Wall St. Rank hold WPM as of Q3 2015.

South Georgia Capital held 500 shares of Wheaton Precious Metals worth $6K as of Q3 2015.
South Georgia Capital left its Wheaton Precious Metals share count unchanged in Q3 2015.
Wheaton Precious Metals made up 0.01% of South Georgia Capital's portfolio in Q3 2015, its #154 holding.
South Georgia Capital first reported a position in Wheaton Precious Metals in Q4 2013 and has held it in 8 quarters since.
South Georgia Capital's Wheaton Precious Metals position peaked at $26K in Q2 2014.
285 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2015.

Based on South Georgia Capital's 13F filing for Q3 2015, filed 10 Nov 2015.