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AFT Forsyth & Company’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

AFT Forsyth & Company’s Portfolio KBWD Stock Details KBWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$104K Hold
4,165
– – 0.13% 136
2013
Q2 		$104K Buy
+4,165
New +$107K 0.15% 127

Other funds holding KBWD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 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
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

AFT Forsyth & Company held its Invesco KBW High Dividend Yield Financial ETF (KBWD) position steady in Q3 2013 at 4,165 shares worth $104K. The position accounts for 0.13% of the portfolio, ranked #136.

AFT Forsyth & Company first reported a position in KBWD in Q2 2013 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold KBWD as of Q3 2013.

  • AFT Forsyth & Company held 4,165 shares of Invesco KBW High Dividend Yield Financial ETF worth $104K as of Q3 2013.
  • AFT Forsyth & Company left its Invesco KBW High Dividend Yield Financial ETF share count unchanged in Q3 2013.
  • Invesco KBW High Dividend Yield Financial ETF made up 0.13% of AFT Forsyth & Company's portfolio in Q3 2013, its #136 holding.
  • AFT Forsyth & Company first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2013 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2013.

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