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Sterne Agee Group’s Wheaton Precious Metals WPM Stock Holding History

Sterne Agee 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
2015
Q1 		$1.1M Buy
+58,100
New +$1.24M 0.16% 186
2013
Q4 		– Sell
-8,100
Closed -$201K – 292
2013
Q3 		$201K Buy
+8,100
New +$193K 0.08% 250

Other funds holding WPM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Sterne Agee Group's WPM Position: Q1 2015 in Review

Sterne Agee Group opened a new position in Wheaton Precious Metals (WPM) in Q1 2015: 58,100 shares worth $1.1M. The stake represents 0.16% of the portfolio and ranks #186 among its holdings. This is a return to the name: Sterne Agee Group previously reported a position in WPM as recently as Q3 2013.

Sterne Agee Group first reported a position in WPM in Q3 2013 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold WPM as of Q1 2015.

  • Sterne Agee Group held 58,100 shares of Wheaton Precious Metals worth $1.1M as of Q1 2015.
  • Wheaton Precious Metals was a new Sterne Agee Group position in Q1 2015.
  • Wheaton Precious Metals made up 0.16% of Sterne Agee Group's portfolio in Q1 2015, its #186 holding.
  • Sterne Agee Group first reported a position in Wheaton Precious Metals in Q3 2013 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.