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Windsor Capital Management’s Wheaton Precious Metals WPM Stock Holding History

Windsor Capital Management’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
2015
Q4 		– Sell
-300
Closed -$3K – 438
2015
Q3 		$3K Buy
+300
New +$3.91K ﹤0.01% 480
2014
Q1 		– Sell
-300
Closed -$6K – 308
2013
Q4 		$6K Hold
300
– – ﹤0.01% 370
2013
Q3 		$7K Hold
300
– – ﹤0.01% 368
2013
Q2 		$6K Buy
+300
New +$7.14K ﹤0.01% 352

Other funds holding WPM

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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Windsor Capital Management's WPM Position: Q4 2015 in Review

Windsor Capital Management sold out of Wheaton Precious Metals (WPM) in Q4 2015, closing a stake of 300 shares — an estimated $3K sold.

Windsor Capital Management first reported a position in WPM in Q2 2013 and held it in 4 quarters. The position peaked at $7K in Q3 2013. 285 funds tracked by Wall St. Rank hold WPM as of Q4 2015.

  • Windsor Capital Management reported no remaining Wheaton Precious Metals position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 300 Wheaton Precious Metals shares in Q4 2015, an estimated $3K.
  • Windsor Capital Management first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Wheaton Precious Metals position peaked at $7K in Q3 2013.
  • 285 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.