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Westport Resources Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Westport Resources Management’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,175
Closed -$25K – 649
2016
Q2 		$25K Hold
1,175
– – 0.01% 499
2016
Q1 		$24K Buy
+1,175
New +$22.1K 0.01% 494

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

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

Westport Resources Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2016, closing a stake of 1,175 shares — an estimated $25K sold.

Westport Resources Management first reported a position in SCHE in Q1 2016 and held it in 2 quarters. The position peaked at $25K in Q2 2016. 216 funds tracked by Wall St. Rank hold SCHE as of Q3 2016.

  • Westport Resources Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2016 after selling out during the quarter.
  • Westport Resources Management sold 1,175 Schwab Emerging Markets Equity ETF shares in Q3 2016, an estimated $25K.
  • Westport Resources Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2016 and held it in 2 quarters.
  • Westport Resources Management's Schwab Emerging Markets Equity ETF position peaked at $25K in Q2 2016.
  • 216 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2016.

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