WRM
DWTR

Westport Resources Management’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Westport Resources Management’s Portfolio DWTR Stock Details DWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,000
Closed -$25K – 872
2015
Q4 		$25K Buy
+1,000
New +$25.7K 0.01% 568

Other funds holding DWTR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Westport Resources Management's DWTR Position: Q1 2016 in Review

Westport Resources Management sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q1 2016, closing a stake of 1,000 shares — an estimated $25K sold.

Westport Resources Management first reported a position in DWTR in Q4 2015 and held it in 1 quarter. The position peaked at $25K in Q4 2015. 29 funds tracked by Wall St. Rank hold DWTR as of Q1 2016.

  • Westport Resources Management reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q1 2016 after selling out during the quarter.
  • Westport Resources Management sold 1,000 Invesco DWA Tactical Sector Rotation ETF shares in Q1 2016, an estimated $25K.
  • Westport Resources Management first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q4 2015 and held it in 1 quarter.
  • Westport Resources Management's Invesco DWA Tactical Sector Rotation ETF position peaked at $25K in Q4 2015.
  • 29 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q1 2016.

Based on Westport Resources Management's 13F filing for Q1 2016, filed 16 May 2016.