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AFT Forsyth & Company’s iShares US Industrials ETF IYJ Stock Holding History

AFT Forsyth & Company’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$54K Hold
1,200
– – 0.07% 172
2013
Q2 		$50K Buy
+1,200
New +$49.6K 0.07% 163

Other funds holding IYJ

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

AFT Forsyth & Company held its iShares US Industrials ETF (IYJ) position steady in Q3 2013 at 1,200 shares worth $54K. The position accounts for 0.07% of the portfolio, ranked #172.

AFT Forsyth & Company first reported a position in IYJ in Q2 2013 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold IYJ as of Q3 2013.

  • AFT Forsyth & Company held 1,200 shares of iShares US Industrials ETF worth $54K as of Q3 2013.
  • AFT Forsyth & Company left its iShares US Industrials ETF share count unchanged in Q3 2013.
  • iShares US Industrials ETF made up 0.07% of AFT Forsyth & Company's portfolio in Q3 2013, its #172 holding.
  • AFT Forsyth & Company first reported a position in iShares US Industrials ETF in Q2 2013 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2013.

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