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Turner Investments’s Wheaton Precious Metals WPM Stock Holding History

Turner Investments’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
2013
Q4 		– Sell
-65,650
Closed -$1.63M – 654
2013
Q3 		$1.63M Hold
65,650
– – 0.03% 447
2013
Q2 		$1.29M Buy
+65,650
New +$1.56M 0.02% 483

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
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Turner Investments's WPM Position: Q4 2013 in Review

Turner Investments sold out of Wheaton Precious Metals (WPM) in Q4 2013, closing a stake of 65,650 shares — an estimated $1.63M sold.

Turner Investments first reported a position in WPM in Q2 2013 and held it in 2 quarters. The position peaked at $1.63M in Q3 2013. 301 funds tracked by Wall St. Rank hold WPM as of Q4 2013.

  • Turner Investments reported no remaining Wheaton Precious Metals position as of Q4 2013 after selling out during the quarter.
  • Turner Investments sold 65,650 Wheaton Precious Metals shares in Q4 2013, an estimated $1.63M.
  • Turner Investments first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 2 quarters.
  • Turner Investments's Wheaton Precious Metals position peaked at $1.63M in Q3 2013.
  • 301 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2013.

Based on Turner Investments's 13F filing for Q4 2013, filed 13 Feb 2014.