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Westport Resources Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Westport Resources Management’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,005
Closed -$46K – 674
2016
Q2 		$46K Buy
+1,005
New +$44.6K 0.01% 404

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Westport Resources Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2016, closing a stake of 1,005 shares — an estimated $46K sold.

Westport Resources Management first reported a position in USMV in Q2 2016 and held it in 1 quarter. The position peaked at $46K in Q2 2016. 313 funds tracked by Wall St. Rank hold USMV as of Q3 2016.

  • Westport Resources Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2016 after selling out during the quarter.
  • Westport Resources Management sold 1,005 iShares MSCI USA Min Vol Factor ETF shares in Q3 2016, an estimated $46K.
  • Westport Resources Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2016 and held it in 1 quarter.
  • Westport Resources Management's iShares MSCI USA Min Vol Factor ETF position peaked at $46K in Q2 2016.
  • 313 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2016.

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