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AFT Forsyth & Company’s State Street STT Stock Holding History

AFT Forsyth & Company’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$196K Hold
2,975
– – 0.25% 104
2013
Q2 		$194K Buy
+2,975
New +$185K 0.28% 92

Other funds holding STT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

AFT Forsyth & Company held its State Street (STT) position steady in Q3 2013 at 2,975 shares worth $196K. The position accounts for 0.25% of the portfolio, ranked #104.

AFT Forsyth & Company first reported a position in STT in Q2 2013 and has held it in 2 quarters since. 715 funds tracked by Wall St. Rank hold STT as of Q3 2013.

  • AFT Forsyth & Company held 2,975 shares of State Street worth $196K as of Q3 2013.
  • AFT Forsyth & Company left its State Street share count unchanged in Q3 2013.
  • State Street made up 0.25% of AFT Forsyth & Company's portfolio in Q3 2013, its #104 holding.
  • AFT Forsyth & Company first reported a position in State Street in Q2 2013 and has held it in 2 quarters since.
  • 715 funds tracked by Wall St. Rank held State Street as of Q3 2013.

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