WRM
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Westport Resources Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Westport Resources Management’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-282
Closed -$21K – 824
2015
Q4 		$21K Buy
282
+4
+1% +$305 0.01% 600
2015
Q3 		$20K Sell
278
-1,155
-81% -$86.9K 0.01% 620
2015
Q2 		$109K Sell
1,433
-3,961
-73% -$310K 0.03% 378
2015
Q1 		$422K Buy
5,394
+5,117
+1,847% +$401K 0.12% 200
2014
Q4 		$22K Hold
277
– – 0.01% 697
2014
Q3 		$21K Hold
277
– – 0.01% 694
2014
Q2 		$21K Hold
277
– – 0.01% 714
2014
Q1 		$20K Sell
277
-103
-27% -$7.41K 0.01% 748
2013
Q4 		$28K Hold
380
– – 0.01% 682
2013
Q3 		$26K Hold
380
– – 0.01% 672
2013
Q2 		$25K Buy
+380
New +$25.6K 0.01% 649

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return