AFC
IOO icon

AFT Forsyth & Company’s iShares Global 100 ETF IOO Stock Holding History

AFT Forsyth & Company’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$15K Hold
410
– – 0.02% 253
2013
Q2 		$14K Buy
+410
New +$14.3K 0.02% 235

Other funds holding IOO

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

AFT Forsyth & Company held its iShares Global 100 ETF (IOO) position steady in Q3 2013 at 410 shares worth $15K. The position accounts for 0.02% of the portfolio, ranked #253.

AFT Forsyth & Company first reported a position in IOO in Q2 2013 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold IOO as of Q3 2013.

  • AFT Forsyth & Company held 410 shares of iShares Global 100 ETF worth $15K as of Q3 2013.
  • AFT Forsyth & Company left its iShares Global 100 ETF share count unchanged in Q3 2013.
  • iShares Global 100 ETF made up 0.02% of AFT Forsyth & Company's portfolio in Q3 2013, its #253 holding.
  • AFT Forsyth & Company first reported a position in iShares Global 100 ETF in Q2 2013 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2013.

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