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AFT Forsyth & Company’s iShares US Financial Services ETF IYG Stock Holding History

AFT Forsyth & Company’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$14K Hold
573
– – 0.02% 258
2013
Q2 		$14K Buy
+573
New +$13.2K 0.02% 236

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

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

AFT Forsyth & Company held its iShares US Financial Services ETF (IYG) position steady in Q3 2013 at 573 shares worth $14K. The position accounts for 0.02% of the portfolio, ranked #258.

AFT Forsyth & Company first reported a position in IYG in Q2 2013 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold IYG as of Q3 2013.

  • AFT Forsyth & Company held 573 shares of iShares US Financial Services ETF worth $14K as of Q3 2013.
  • AFT Forsyth & Company left its iShares US Financial Services ETF share count unchanged in Q3 2013.
  • iShares US Financial Services ETF made up 0.02% of AFT Forsyth & Company's portfolio in Q3 2013, its #258 holding.
  • AFT Forsyth & Company first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2013.

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