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AFT Forsyth & Company’s Invesco Dividend Achievers ETF PFM Stock Holding History

AFT Forsyth & Company’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$17K Buy
+900
New +$16.8K 0.02% 243

Other funds holding PFM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

AFT Forsyth & Company opened a new position in Invesco Dividend Achievers ETF (PFM) in Q3 2013: 900 shares worth $17K. The stake represents 0.02% of the portfolio and ranks #243 among its holdings.

41 funds tracked by Wall St. Rank hold PFM as of Q3 2013.

  • AFT Forsyth & Company held 900 shares of Invesco Dividend Achievers ETF worth $17K as of Q3 2013.
  • Invesco Dividend Achievers ETF was a new AFT Forsyth & Company position in Q3 2013.
  • Invesco Dividend Achievers ETF made up 0.02% of AFT Forsyth & Company's portfolio in Q3 2013, its #243 holding.
  • 41 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2013.

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