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AFT Forsyth & Company’s Capital One COF Stock Holding History

AFT Forsyth & Company’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$101K Hold
1,475
– – 0.13% 139
2013
Q2 		$93K Buy
+1,475
New +$86.9K 0.13% 130

Other funds holding COF

Dodge & Cox
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

AFT Forsyth & Company held its Capital One (COF) position steady in Q3 2013 at 1,475 shares worth $101K. The position accounts for 0.13% of the portfolio, ranked #139.

AFT Forsyth & Company first reported a position in COF in Q2 2013 and has held it in 2 quarters since. 679 funds tracked by Wall St. Rank hold COF as of Q3 2013.

  • AFT Forsyth & Company held 1,475 shares of Capital One worth $101K as of Q3 2013.
  • AFT Forsyth & Company left its Capital One share count unchanged in Q3 2013.
  • Capital One made up 0.13% of AFT Forsyth & Company's portfolio in Q3 2013, its #139 holding.
  • AFT Forsyth & Company first reported a position in Capital One in Q2 2013 and has held it in 2 quarters since.
  • 679 funds tracked by Wall St. Rank held Capital One as of Q3 2013.

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