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Winfield Associates’s Wheaton Precious Metals WPM Stock Holding History

Winfield Associates’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
Q1 		– Sell
-130
Closed -$3K – 663
2017
Q4 		$3K Hold
130
– – ﹤0.01% 617
2017
Q3 		$2K Hold
130
– – ﹤0.01% 632
2017
Q2 		$3K Hold
130
– – ﹤0.01% 648
2017
Q1 		$3K Hold
130
– – ﹤0.01% 553
2016
Q4 		$3K Buy
130
+40
+44% +$834 ﹤0.01% 527
2016
Q3 		$2K Hold
90
– – ﹤0.01% 561
2016
Q2 		$2K Hold
90
– – ﹤0.01% 552
2016
Q1 		$1K Buy
+90
New +$1.3K ﹤0.01% 645

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Deutsche Bank
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CIBC World Market
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Winfield Associates's WPM Position: Q1 2018 in Review

Winfield Associates sold out of Wheaton Precious Metals (WPM) in Q1 2018, closing a stake of 130 shares — an estimated $3K sold.

Winfield Associates first reported a position in WPM in Q1 2016 and held it in 8 quarters. The position peaked at $3K in Q4 2017. 328 funds tracked by Wall St. Rank hold WPM as of Q1 2018.

  • Winfield Associates reported no remaining Wheaton Precious Metals position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 130 Wheaton Precious Metals shares in Q1 2018, an estimated $3K.
  • Winfield Associates first reported a position in Wheaton Precious Metals in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Wheaton Precious Metals position peaked at $3K in Q4 2017.
  • 328 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.