WRM
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Westport Resources Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Westport Resources Management’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-223
Closed -$23K – 1143
2013
Q2 		$23K Buy
+223
New +$23.7K 0.01% 671

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BTS
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U
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DWM
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KeyBank National Association
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Wells Fargo
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Bank of New York Mellon
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BAC
Boys Arnold & Co Asheville, North Carolina $556M AUM 6.76% 1-Year Est. Return