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Westport Resources Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Westport Resources Management’s Portfolio FXU Stock Details FXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-500
Closed -$12K – 1014
2014
Q4 		$12K Buy
+500
New +$12K ﹤0.01% 806

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Westport Resources Management's FXU Position: Q1 2015 in Review

Westport Resources Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2015, closing a stake of 500 shares — an estimated $12K sold.

Westport Resources Management first reported a position in FXU in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 63 funds tracked by Wall St. Rank hold FXU as of Q1 2015.

  • Westport Resources Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2015 after selling out during the quarter.
  • Westport Resources Management sold 500 First Trust Utilities AlphaDEX Fund shares in Q1 2015, an estimated $12K.
  • Westport Resources Management first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2014 and held it in 1 quarter.
  • Westport Resources Management's First Trust Utilities AlphaDEX Fund position peaked at $12K in Q4 2014.
  • 63 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2015.

Based on Westport Resources Management's 13F filing for Q1 2015, filed 5 May 2015.