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Westport Resources Management’s iShares US Energy ETF IYE Stock Holding History

Westport Resources Management’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-80
Closed -$4K – 1083
2014
Q1 		$4K Hold
80
– – ﹤0.01% 1003
2013
Q4 		$4K Hold
80
– – ﹤0.01% 1049
2013
Q3 		$4K Hold
80
– – ﹤0.01% 1018
2013
Q2 		$4K Buy
+80
New +$3.61K ﹤0.01% 996

Other funds holding IYE

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Westport Resources Management's IYE Position: Q2 2014 in Review

Westport Resources Management sold out of iShares US Energy ETF (IYE) in Q2 2014, closing a stake of 80 shares — an estimated $4K sold.

Westport Resources Management first reported a position in IYE in Q2 2013 and held it in 4 quarters. The position peaked at $4K in Q1 2014. 139 funds tracked by Wall St. Rank hold IYE as of Q2 2014.

  • Westport Resources Management reported no remaining iShares US Energy ETF position as of Q2 2014 after selling out during the quarter.
  • Westport Resources Management sold 80 iShares US Energy ETF shares in Q2 2014, an estimated $4K.
  • Westport Resources Management first reported a position in iShares US Energy ETF in Q2 2013 and held it in 4 quarters.
  • Westport Resources Management's iShares US Energy ETF position peaked at $4K in Q1 2014.
  • 139 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2014.

Based on Westport Resources Management's 13F filing for Q2 2014, filed 31 Jul 2014.