WRM
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Westport Resources Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Westport Resources Management’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-71
Closed -$8K – 795
2015
Q4 		$8K Buy
71
+1
+1% +$116 ﹤0.01% 736
2015
Q3 		$8K Buy
70
+1
+1% +$116 ﹤0.01% 757
2015
Q2 		$8K Hold
69
– – ﹤0.01% 767
2015
Q1 		$8K Buy
69
+1
+1% +$121 ﹤0.01% 827
2014
Q4 		$8K Hold
68
– – ﹤0.01% 869
2014
Q3 		$8K Sell
68
-126
-65% -$15K ﹤0.01% 869
2014
Q2 		$23K Sell
194
-202
-51% -$23.9K 0.01% 698
2014
Q1 		$46K Buy
396
+1
+0.3% +$116 0.01% 584
2013
Q4 		$45K Buy
395
+1
+0.3% +$114 0.01% 595
2013
Q3 		$45K Sell
394
-1,598
-80% -$181K 0.02% 553
2013
Q2 		$226K Buy
+1,992
New +$237K 0.08% 231

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return