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AFT Forsyth & Company’s iShares International Select Dividend ETF IDV Stock Holding History

AFT Forsyth & Company’s Portfolio IDV Stock Details IDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$62K Hold
1,705
– – 0.08% 158
2013
Q2 		$54K Buy
+1,705
New +$58.8K 0.08% 156

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IT
Investors Trust Dallas, Texas $32M AUM 1.92% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

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

AFT Forsyth & Company held its iShares International Select Dividend ETF (IDV) position steady in Q3 2013 at 1,705 shares worth $62K. The position accounts for 0.08% of the portfolio, ranked #158.

AFT Forsyth & Company first reported a position in IDV in Q2 2013 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold IDV as of Q3 2013.

  • AFT Forsyth & Company held 1,705 shares of iShares International Select Dividend ETF worth $62K as of Q3 2013.
  • AFT Forsyth & Company left its iShares International Select Dividend ETF share count unchanged in Q3 2013.
  • iShares International Select Dividend ETF made up 0.08% of AFT Forsyth & Company's portfolio in Q3 2013, its #158 holding.
  • AFT Forsyth & Company first reported a position in iShares International Select Dividend ETF in Q2 2013 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2013.

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