Westport Resources Management’s iShares US Real Estate ETF IYR Stock Holding History

Westport Resources Management’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$40K	Hold	500	–	–	0.03%	311
2016 Q2	$41K	Hold	500	–	–	0.01%	426
2016 Q1	$39K	Hold	500	–	–	0.01%	433
2015 Q4	$38K	Hold	500	–	–	0.01%	506
2015 Q3	$35K	Hold	500	–	–	0.01%	521
2015 Q2	$36K	Sell	500 -1,301	-72%	-$98.7K	0.01%	548
2015 Q1	$143K	Sell	1,801 -1,402	-44%	-$112K	0.04%	347
2014 Q4	$246K	Buy	3,203 +1	+0%	+$75	0.07%	272
2014 Q3	$222K	Buy	3,202 +101	+3%	+$7.32K	0.06%	281
2014 Q2	$223K	Buy	3,101 +2,601	+520%	+$183K	0.06%	285
2014 Q1	$34K	Sell	500 -1,500	-75%	-$99.5K	0.01%	641
2013 Q4	$126K	Buy	2,000 +1,000	+100%	+$64.4K	0.04%	366
2013 Q3	$64K	Sell	1,000 -5,095	-84%	-$333K	0.02%	471
2013 Q2	$405K	Buy	+6,095	New	+$431K	0.14%	168

Other funds holding IYR

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Westport Resources Management's IYR Position: Q3 2016 in Review

Westport Resources Management held its iShares US Real Estate ETF (IYR) position steady in Q3 2016 at 500 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #311.

Westport Resources Management first reported a position in IYR in Q2 2013 and has held it in 14 quarters since. The position peaked at $405K in Q2 2013. 346 funds tracked by Wall St. Rank hold IYR as of Q3 2016.

Westport Resources Management held 500 shares of iShares US Real Estate ETF worth $40K as of Q3 2016.
Westport Resources Management left its iShares US Real Estate ETF share count unchanged in Q3 2016.
iShares US Real Estate ETF made up 0.03% of Westport Resources Management's portfolio in Q3 2016, its #311 holding.
Westport Resources Management first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 14 quarters since.
Westport Resources Management's iShares US Real Estate ETF position peaked at $405K in Q2 2013.
346 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2016.

Based on Westport Resources Management's 13F filing for Q3 2016, filed 14 Nov 2016.