Westport Resources Management’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-509	Closed	-$15K	–	784
2015 Q4	$15K	Hold	509	–	–	﹤0.01%	648
2015 Q3	$14K	Hold	509	–	–	﹤0.01%	674
2015 Q2	$15K	Hold	509	–	–	﹤0.01%	685
2015 Q1	$15K	Hold	509	–	–	﹤0.01%	734
2014 Q4	$15K	Hold	509	–	–	﹤0.01%	772
2014 Q3	$15K	Sell	509 -110	-18%	-$3.35K	﹤0.01%	764
2014 Q2	$19K	Hold	619	–	–	0.01%	730
2014 Q1	$19K	Hold	619	–	–	0.01%	755
2013 Q4	$18K	Sell	619 -147	-19%	-$4.21K	0.01%	779
2013 Q3	$21K	Hold	766	–	–	0.01%	714
2013 Q2	$20K	Buy	+766	New	+$20K	0.01%	698

Other funds holding IYZ

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Westport Resources Management's IYZ Position: Q1 2016 in Review

Westport Resources Management sold out of iShares US Telecommunications ETF (IYZ) in Q1 2016, closing a stake of 509 shares — an estimated $15K sold.

Westport Resources Management first reported a position in IYZ in Q2 2013 and held it in 11 quarters. The position peaked at $21K in Q3 2013. 112 funds tracked by Wall St. Rank hold IYZ as of Q1 2016.

Westport Resources Management reported no remaining iShares US Telecommunications ETF position as of Q1 2016 after selling out during the quarter.
Westport Resources Management sold 509 iShares US Telecommunications ETF shares in Q1 2016, an estimated $15K.
Westport Resources Management first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 11 quarters.
Westport Resources Management's iShares US Telecommunications ETF position peaked at $21K in Q3 2013.
112 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2016.

Based on Westport Resources Management's 13F filing for Q1 2016, filed 16 May 2016.