WESPAC Advisors SoCal’s Wheaton Precious Metals WPM Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-1,000	Closed	-$23K	–	317
2019 Q1	$23K	Hold	1,000	–	–	0.01%	164
2018 Q4	$19K	Hold	1,000	–	–	0.01%	186
2018 Q3	$17K	Buy	+1,000	New	+$19.2K	0.01%	202
2018 Q2	–	Sell	-1,000	Closed	-$20K	–	254
2018 Q1	$20K	Hold	1,000	–	–	0.01%	167
2017 Q4	$22K	Hold	1,000	–	–	0.01%	157
2017 Q3	$19K	Hold	1,000	–	–	0.01%	170
2017 Q2	$19K	Hold	1,000	–	–	0.01%	158
2017 Q1	$20.8K	Hold	1,000	–	–	0.01%	151
2016 Q4	$19.3K	Buy	1,000 +500	+100%	+$10.4K	0.01%	152
2016 Q3	$13.5K	Hold	500	–	–	0.01%	173
2016 Q2	$11.8K	Buy	+500	New	+$9.64K	0.01%	193

Other funds holding WPM

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return