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Westport Resources Management’s VanEck Short Muni ETF SMB Stock Holding History

Westport Resources Management’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,750
Closed -$48K – 1140
2013
Q2 		$48K Buy
+2,750
New +$48.7K 0.02% 518

Other funds holding SMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Westport Resources Management's SMB Position: Q3 2013 in Review

Westport Resources Management sold out of VanEck Short Muni ETF (SMB) in Q3 2013, closing a stake of 2,750 shares — an estimated $48K sold.

Westport Resources Management first reported a position in SMB in Q2 2013 and held it in 1 quarter. The position peaked at $48K in Q2 2013. 38 funds tracked by Wall St. Rank hold SMB as of Q3 2013.

  • Westport Resources Management reported no remaining VanEck Short Muni ETF position as of Q3 2013 after selling out during the quarter.
  • Westport Resources Management sold 2,750 VanEck Short Muni ETF shares in Q3 2013, an estimated $48K.
  • Westport Resources Management first reported a position in VanEck Short Muni ETF in Q2 2013 and held it in 1 quarter.
  • Westport Resources Management's VanEck Short Muni ETF position peaked at $48K in Q2 2013.
  • 38 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2013.

Based on Westport Resources Management's 13F filing for Q3 2013, filed 5 Nov 2013.