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Sterling Investment Advisors (Pennsylvania)’s Wheaton Precious Metals WPM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-200
Closed -$4K – 439
2018
Q2 		$4K Hold
200
– – ﹤0.01% 358
2018
Q1 		$4K Buy
+200
New +$4.11K ﹤0.01% 343

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Sterling Investment Advisors (Pennsylvania)'s WPM Position: Q3 2018 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Wheaton Precious Metals (WPM) in Q3 2018, closing a stake of 200 shares — an estimated $4K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in WPM in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2018. 327 funds tracked by Wall St. Rank hold WPM as of Q3 2018.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Wheaton Precious Metals position as of Q3 2018 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 200 Wheaton Precious Metals shares in Q3 2018, an estimated $4K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Wheaton Precious Metals in Q1 2018 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Wheaton Precious Metals position peaked at $4K in Q2 2018.
  • 327 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2018.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2018, filed 9 Nov 2018.