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Summit Trail Advisors’s Wheaton Precious Metals WPM Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-627
Closed -$14K – 1665
2017
Q4 		$14K Buy
+627
New +$13.1K ﹤0.01% 1140

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Vanguard Group
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Bank of Montreal
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Deutsche Bank
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CIBC World Market
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Summit Trail Advisors's WPM Position: Q1 2018 in Review

Summit Trail Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2018, closing a stake of 627 shares — an estimated $14K sold.

Summit Trail Advisors first reported a position in WPM in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 328 funds tracked by Wall St. Rank hold WPM as of Q1 2018.

  • Summit Trail Advisors reported no remaining Wheaton Precious Metals position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 627 Wheaton Precious Metals shares in Q1 2018, an estimated $14K.
  • Summit Trail Advisors first reported a position in Wheaton Precious Metals in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Wheaton Precious Metals position peaked at $14K in Q4 2017.
  • 328 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.