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Winchester Group’s Wheaton Precious Metals WPM Stock Holding History

Winchester Group’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
Q3 		$819K Sell
33,075
-21,200
-39% -$504K 0.18% 120
2013
Q2 		$1.07M Buy
+54,275
New +$1.29M 0.23% 106

Other funds holding WPM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Winchester Group's WPM Position: Q3 2013 in Review

Winchester Group reduced its Wheaton Precious Metals (WPM) stake by 39% in Q3 2013, selling an estimated $504K and leaving 33,075 shares worth $819K. The position accounts for 0.18% of the portfolio, ranked #120.

Winchester Group first reported a position in WPM in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.07M in Q2 2013. 283 funds tracked by Wall St. Rank hold WPM as of Q3 2013.

  • Winchester Group held 33,075 shares of Wheaton Precious Metals worth $819K as of Q3 2013.
  • Winchester Group sold 21,200 Wheaton Precious Metals shares in Q3 2013, an estimated $504K.
  • Wheaton Precious Metals made up 0.18% of Winchester Group's portfolio in Q3 2013, its #120 holding.
  • Winchester Group first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 2 quarters since.
  • Winchester Group's Wheaton Precious Metals position peaked at $1.07M in Q2 2013.
  • 283 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.