WRM
IJT icon

Westport Resources Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Westport Resources Management’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-812
Closed -$50K – 780
2015
Q4 		$50K Buy
812
+6
+0.7% +$381 0.01% 459
2015
Q3 		$48K Hold
806
– – 0.01% 472
2015
Q2 		$53K Buy
806
+2
+0.2% +$130 0.01% 482
2015
Q1 		$52K Buy
804
+2
+0.2% +$125 0.01% 511
2014
Q4 		$49K Buy
802
+2
+0.3% +$117 0.01% 540
2014
Q3 		$45K Hold
800
– – 0.01% 566
2014
Q2 		$48K Hold
800
– – 0.01% 556
2014
Q1 		$48K Buy
800
+400
+100% +$23.5K 0.01% 574
2013
Q4 		$24K Hold
400
– – 0.01% 710
2013
Q3 		$22K Hold
400
– – 0.01% 707
2013
Q2 		$19K Buy
+400
New +$19K 0.01% 707

Other funds holding IJT

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return