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UBS O'Connor’s Wheaton Precious Metals WPM Stock Holding History

UBS O'Connor’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
Q2 		– Sell
-57,119
Closed -$1.16M – 376
2018
Q1 		$1.16M Buy
+57,119
New +$1.17M 0.02% 223
2016
Q2 		– Sell
-454,351
Closed -$7.53M – 524
2016
Q1 		$7.53M Buy
+454,351
New +$6.58M 0.08% 236

Other funds holding WPM

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

UBS O'Connor's WPM Position: Q2 2018 in Review

UBS O'Connor sold out of Wheaton Precious Metals (WPM) in Q2 2018, closing a stake of 57,119 shares — an estimated $1.16M sold.

UBS O'Connor first reported a position in WPM in Q1 2016 and held it in 2 quarters. The position peaked at $7.53M in Q1 2016. 333 funds tracked by Wall St. Rank hold WPM as of Q2 2018.

  • UBS O'Connor reported no remaining Wheaton Precious Metals position as of Q2 2018 after selling out during the quarter.
  • UBS O'Connor sold 57,119 Wheaton Precious Metals shares in Q2 2018, an estimated $1.16M.
  • UBS O'Connor first reported a position in Wheaton Precious Metals in Q1 2016 and held it in 2 quarters.
  • UBS O'Connor's Wheaton Precious Metals position peaked at $7.53M in Q1 2016.
  • 333 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2018.

Based on UBS O'Connor's 13F filing for Q2 2018, filed 14 Aug 2018.