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AFT Forsyth & Company’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

AFT Forsyth & Company’s Portfolio SPHB Stock Details SPHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$8K Buy
+300
New +$7.93K 0.01% 280

Other funds holding SPHB

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AFT Forsyth & Company opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q3 2013: 300 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #280 among its holdings.

37 funds tracked by Wall St. Rank hold SPHB as of Q3 2013.

  • AFT Forsyth & Company held 300 shares of Invesco S&P 500 High Beta ETF worth $8K as of Q3 2013.
  • Invesco S&P 500 High Beta ETF was a new AFT Forsyth & Company position in Q3 2013.
  • Invesco S&P 500 High Beta ETF made up 0.01% of AFT Forsyth & Company's portfolio in Q3 2013, its #280 holding.
  • 37 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2013.

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