WRM
HYLD

Westport Resources Management’s High Yield ETF HYLD Stock Holding History

Westport Resources Management’s Portfolio HYLD Stock Details HYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-100
Closed -$5K – 1146
2013
Q2 		$5K Buy
+100
New +$5.15K ﹤0.01% 981

Other funds holding HYLD

YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

Westport Resources Management's HYLD Position: Q3 2013 in Review

Westport Resources Management sold out of High Yield ETF (HYLD) in Q3 2013, closing a stake of 100 shares — an estimated $5K sold.

Westport Resources Management first reported a position in HYLD in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 36 funds tracked by Wall St. Rank hold HYLD as of Q3 2013.

  • Westport Resources Management reported no remaining High Yield ETF position as of Q3 2013 after selling out during the quarter.
  • Westport Resources Management sold 100 High Yield ETF shares in Q3 2013, an estimated $5K.
  • Westport Resources Management first reported a position in High Yield ETF in Q2 2013 and held it in 1 quarter.
  • Westport Resources Management's High Yield ETF position peaked at $5K in Q2 2013.
  • 36 funds tracked by Wall St. Rank held High Yield ETF as of Q3 2013.

Based on Westport Resources Management's 13F filing for Q3 2013, filed 5 Nov 2013.