WRM
ITM icon

Westport Resources Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Westport Resources Management’s Portfolio ITM Stock Details ITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,412
Closed -$106K – 1128
2013
Q2 		$106K Buy
+2,412
New +$112K 0.04% 352

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Westport Resources Management sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2013, closing a stake of 2,412 shares — an estimated $106K sold.

Westport Resources Management first reported a position in ITM in Q2 2013 and held it in 1 quarter. The position peaked at $106K in Q2 2013. 54 funds tracked by Wall St. Rank hold ITM as of Q3 2013.

  • Westport Resources Management reported no remaining VanEck Intermediate Muni ETF position as of Q3 2013 after selling out during the quarter.
  • Westport Resources Management sold 2,412 VanEck Intermediate Muni ETF shares in Q3 2013, an estimated $106K.
  • Westport Resources Management first reported a position in VanEck Intermediate Muni ETF in Q2 2013 and held it in 1 quarter.
  • Westport Resources Management's VanEck Intermediate Muni ETF position peaked at $106K in Q2 2013.
  • 54 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2013.

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