AFC
WBA

AFT Forsyth & Company’s Walgreens Boots Alliance WBA Stock Holding History

AFT Forsyth & Company’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$288K Hold
5,350
– – 0.37% 84
2013
Q2 		$236K Buy
+5,350
New +$261K 0.34% 85

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AFT Forsyth & Company held its Walgreens Boots Alliance (WBA) position steady in Q3 2013 at 5,350 shares worth $288K. The position accounts for 0.37% of the portfolio, ranked #84.

AFT Forsyth & Company first reported a position in WBA in Q2 2013 and has held it in 2 quarters since. 996 funds tracked by Wall St. Rank hold WBA as of Q3 2013.

  • AFT Forsyth & Company held 5,350 shares of Walgreens Boots Alliance worth $288K as of Q3 2013.
  • AFT Forsyth & Company left its Walgreens Boots Alliance share count unchanged in Q3 2013.
  • Walgreens Boots Alliance made up 0.37% of AFT Forsyth & Company's portfolio in Q3 2013, its #84 holding.
  • AFT Forsyth & Company first reported a position in Walgreens Boots Alliance in Q2 2013 and has held it in 2 quarters since.
  • 996 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2013.

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