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WFG Advisors’s Wheaton Precious Metals WPM Stock Holding History

WFG Advisors’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
2017
Q2 		$746K Buy
37,485
+3,993
+12% +$81.6K 0.17% 143
2017
Q1 		$698K Sell
33,492
-3,718
-10% -$77.3K 0.19% 129
2016
Q4 		$719K Buy
37,210
+6,485
+21% +$135K 0.18% 151
2016
Q3 		$831K Sell
30,725
-6,411
-17% -$176K 0.21% 119
2016
Q2 		$874K Buy
37,136
+917
+3% +$17.7K 0.23% 107
2016
Q1 		$601K Sell
36,219
-1,273
-3% -$18.4K 0.17% 145
2015
Q4 		$466K Sell
37,492
-1,852
-5% -$24.5K 0.14% 173
2015
Q3 		$473K Sell
39,344
-15,600
-28% -$204K 0.15% 162
2015
Q2 		$953K Sell
54,944
-11,113
-17% -$214K 0.26% 82
2015
Q1 		$1.26M Sell
66,057
-6,971
-10% -$148K 0.35% 59
2014
Q4 		$1.49M Sell
73,028
-81
-0.1% -$1.61K 0.3% 69
2014
Q3 		$1.46M Sell
73,109
-11,368
-13% -$283K 0.28% 75
2014
Q2 		$2.22M Sell
84,477
-13,660
-14% -$306K 0.41% 42
2014
Q1 		$2.23M Buy
98,137
+3,053
+3% +$72K 0.45% 30
2013
Q4 		$1.92M Sell
95,084
-37,543
-28% -$815K 0.27% 83
2013
Q3 		$3.29M Sell
132,627
-4,058
-3% -$96.5K 0.51% 34
2013
Q2 		$2.69M Buy
+136,685
New +$3.26M 0.45% 45

Other funds holding WPM

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFG Advisors's WPM Position: Q2 2017 in Review

WFG Advisors increased its Wheaton Precious Metals (WPM) stake by 12% in Q2 2017, buying an estimated $81.6K and bringing the position to 37,485 shares worth $746K. The position accounts for 0.17% of the portfolio, ranked #143.

WFG Advisors first reported a position in WPM in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.29M in Q3 2013. 313 funds tracked by Wall St. Rank hold WPM as of Q2 2017.

  • WFG Advisors held 37,485 shares of Wheaton Precious Metals worth $746K as of Q2 2017.
  • WFG Advisors bought 3,993 Wheaton Precious Metals shares in Q2 2017, an estimated $81.6K.
  • Wheaton Precious Metals made up 0.17% of WFG Advisors's portfolio in Q2 2017, its #143 holding.
  • WFG Advisors first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Wheaton Precious Metals position peaked at $3.29M in Q3 2013.
  • 313 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.