WRM
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Westport Resources Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Westport Resources Management’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-300
Closed -$12K – 743
2015
Q4 		$12K Hold
300
– – ﹤0.01% 679
2015
Q3 		$11K Hold
300
– – ﹤0.01% 718
2015
Q2 		$14K Hold
300
– – ﹤0.01% 696
2015
Q1 		$14K Hold
300
– – ﹤0.01% 746
2014
Q4 		$13K Hold
300
– – ﹤0.01% 786
2014
Q3 		$14K Hold
300
– – ﹤0.01% 778
2014
Q2 		$14K Buy
+300
New +$13.5K ﹤0.01% 802

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WMG
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Bank of America
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CPIG
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BC
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CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
NYLIM
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return