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Westport Resources Management’s iShares US Regional Banks ETF IAT Stock Holding History

Westport Resources Management’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-6,416
Closed -$222K – 1027
2014
Q2 		$222K Hold
6,416
– – 0.06% 286
2014
Q1 		$224K Buy
6,416
+175
+3% +$5.86K 0.06% 285
2013
Q4 		$206K Hold
6,241
– – 0.06% 280
2013
Q3 		$186K Buy
6,241
+4,085
+189% +$125K 0.06% 272
2013
Q2 		$63K Buy
+2,156
New +$59.5K 0.02% 462

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

Westport Resources Management's IAT Position: Q3 2014 in Review

Westport Resources Management sold out of iShares US Regional Banks ETF (IAT) in Q3 2014, closing a stake of 6,416 shares — an estimated $222K sold.

Westport Resources Management first reported a position in IAT in Q2 2013 and held it in 5 quarters. The position peaked at $224K in Q1 2014. 70 funds tracked by Wall St. Rank hold IAT as of Q3 2014.

  • Westport Resources Management reported no remaining iShares US Regional Banks ETF position as of Q3 2014 after selling out during the quarter.
  • Westport Resources Management sold 6,416 iShares US Regional Banks ETF shares in Q3 2014, an estimated $222K.
  • Westport Resources Management first reported a position in iShares US Regional Banks ETF in Q2 2013 and held it in 5 quarters.
  • Westport Resources Management's iShares US Regional Banks ETF position peaked at $224K in Q1 2014.
  • 70 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2014.

Based on Westport Resources Management's 13F filing for Q3 2014, filed 29 Oct 2014.