Westport Resources Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-500	Closed	-$10K	–	1145
2013 Q4	$10K	Hold	500	–	–	﹤0.01%	912
2013 Q3	$10K	Hold	500	–	–	﹤0.01%	890
2013 Q2	$10K	Buy	+500	New	+$10.5K	﹤0.01%	869

Other funds holding PXH

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Westport Resources Management's PXH Position: Q1 2014 in Review

Westport Resources Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2014, closing a stake of 500 shares — an estimated $10K sold.

Westport Resources Management first reported a position in PXH in Q2 2013 and held it in 3 quarters. The position peaked at $10K in Q4 2013. 47 funds tracked by Wall St. Rank hold PXH as of Q1 2014.

Westport Resources Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2014 after selling out during the quarter.
Westport Resources Management sold 500 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2014, an estimated $10K.
Westport Resources Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2013 and held it in 3 quarters.
Westport Resources Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $10K in Q4 2013.
47 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2014.

Based on Westport Resources Management's 13F filing for Q1 2014, filed 2 May 2014.