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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
2014
Q1 		– Sell
-1,000
Closed -$63K – 1119
2013
Q4 		$63K Buy
+1,000
New +$64.4K 0.02% 512

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
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.