AFC
PCM

AFT Forsyth & Company’s PCM Fund PCM Stock Holding History

AFT Forsyth & Company’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$55K Hold
4,800
– – 0.07% 170
2013
Q2 		$56K Buy
+4,800
New +$61.2K 0.08% 155

Other funds holding PCM

FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AFT Forsyth & Company held its PCM Fund (PCM) position steady in Q3 2013 at 4,800 shares worth $55K. The position accounts for 0.07% of the portfolio, ranked #170.

AFT Forsyth & Company first reported a position in PCM in Q2 2013 and has held it in 2 quarters since. The position peaked at $56K in Q2 2013. 22 funds tracked by Wall St. Rank hold PCM as of Q3 2013.

  • AFT Forsyth & Company held 4,800 shares of PCM Fund worth $55K as of Q3 2013.
  • AFT Forsyth & Company left its PCM Fund share count unchanged in Q3 2013.
  • PCM Fund made up 0.07% of AFT Forsyth & Company's portfolio in Q3 2013, its #170 holding.
  • AFT Forsyth & Company first reported a position in PCM Fund in Q2 2013 and has held it in 2 quarters since.
  • AFT Forsyth & Company's PCM Fund position peaked at $56K in Q2 2013.
  • 22 funds tracked by Wall St. Rank held PCM Fund as of Q3 2013.

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