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AFT Forsyth & Company’s iShares US Energy ETF IYE Stock Holding History

AFT Forsyth & Company’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$24K Hold
500
– – 0.03% 227
2013
Q2 		$22K Buy
+500
New +$22.6K 0.03% 220

Other funds holding IYE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

AFT Forsyth & Company held its iShares US Energy ETF (IYE) position steady in Q3 2013 at 500 shares worth $24K. The position accounts for 0.03% of the portfolio, ranked #227.

AFT Forsyth & Company first reported a position in IYE in Q2 2013 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold IYE as of Q3 2013.

  • AFT Forsyth & Company held 500 shares of iShares US Energy ETF worth $24K as of Q3 2013.
  • AFT Forsyth & Company left its iShares US Energy ETF share count unchanged in Q3 2013.
  • iShares US Energy ETF made up 0.03% of AFT Forsyth & Company's portfolio in Q3 2013, its #227 holding.
  • AFT Forsyth & Company first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2013.

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