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Tortoise Investment Management’s Wheaton Precious Metals WPM Stock Holding History

Tortoise Investment 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
2015
Q1 		– Sell
-1,500
Closed -$30K – 480
2014
Q4 		$30K Buy
+1,500
New +$29.8K 0.01% 251

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Bank of Montreal
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Tortoise Investment Management's WPM Position: Q1 2015 in Review

Tortoise Investment Management sold out of Wheaton Precious Metals (WPM) in Q1 2015, closing a stake of 1,500 shares — an estimated $30K sold.

Tortoise Investment Management first reported a position in WPM in Q4 2014 and held it in 1 quarter. The position peaked at $30K in Q4 2014. 287 funds tracked by Wall St. Rank hold WPM as of Q1 2015.

  • Tortoise Investment Management reported no remaining Wheaton Precious Metals position as of Q1 2015 after selling out during the quarter.
  • Tortoise Investment Management sold 1,500 Wheaton Precious Metals shares in Q1 2015, an estimated $30K.
  • Tortoise Investment Management first reported a position in Wheaton Precious Metals in Q4 2014 and held it in 1 quarter.
  • Tortoise Investment Management's Wheaton Precious Metals position peaked at $30K in Q4 2014.
  • 287 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2015.

Based on Tortoise Investment Management's 13F filing for Q1 2015, filed 20 Apr 2015.