TWM
WPM icon

Torch Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Torch Wealth Management’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
2014
Q1 		– Sell
-1,000
Closed -$20K – 307
2013
Q4 		$20K Buy
+1,000
New +$21.7K 0.02% 188

Other funds holding WPM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Torch Wealth Management's WPM Position: Q1 2014 in Review

Torch Wealth Management sold out of Wheaton Precious Metals (WPM) in Q1 2014, closing a stake of 1,000 shares — an estimated $20K sold.

Torch Wealth Management first reported a position in WPM in Q4 2013 and held it in 1 quarter. The position peaked at $20K in Q4 2013. 302 funds tracked by Wall St. Rank hold WPM as of Q1 2014.

  • Torch Wealth Management reported no remaining Wheaton Precious Metals position as of Q1 2014 after selling out during the quarter.
  • Torch Wealth Management sold 1,000 Wheaton Precious Metals shares in Q1 2014, an estimated $20K.
  • Torch Wealth Management first reported a position in Wheaton Precious Metals in Q4 2013 and held it in 1 quarter.
  • Torch Wealth Management's Wheaton Precious Metals position peaked at $20K in Q4 2013.
  • 302 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2014.

Based on Torch Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.