AFT Forsyth & Company’s BP BP Stock Holding History

AFT Forsyth & Company’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$29K	Hold	856	–	–	0.04%	212
2013 Q2	$29K	Buy	+856	New	+$29.8K	0.04%	197

Other funds holding BP

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AFT Forsyth & Company's BP Position: Q3 2013 in Review

AFT Forsyth & Company held its BP (BP) position steady in Q3 2013 at 856 shares worth $29K. The position accounts for 0.04% of the portfolio, ranked #212.

AFT Forsyth & Company first reported a position in BP in Q2 2013 and has held it in 2 quarters since. 779 funds tracked by Wall St. Rank hold BP as of Q3 2013.

AFT Forsyth & Company held 856 shares of BP worth $29K as of Q3 2013.
AFT Forsyth & Company left its BP share count unchanged in Q3 2013.
BP made up 0.04% of AFT Forsyth & Company's portfolio in Q3 2013, its #212 holding.
AFT Forsyth & Company first reported a position in BP in Q2 2013 and has held it in 2 quarters since.
779 funds tracked by Wall St. Rank held BP as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.