WRM
TLT icon

Westport Resources Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Westport Resources Management’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-510
Closed -$64K – 1031
2014
Q4 		$64K Hold
510
– – 0.02% 490
2014
Q3 		$59K Hold
510
– – 0.02% 519
2014
Q2 		$58K Hold
510
– – 0.02% 522
2014
Q1 		$56K Hold
510
– – 0.02% 547
2013
Q4 		$52K Hold
510
– – 0.02% 562
2013
Q3 		$54K Sell
510
-300
-37% -$31.8K 0.02% 521
2013
Q2 		$89K Buy
+810
New +$95.1K 0.03% 381

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return