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AFT Forsyth & Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

AFT Forsyth & Company’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$52K Buy
2,990
+455
+18% +$8.07K 0.07% 173
2013
Q2 		$43K Buy
+2,535
New +$42.5K 0.06% 176

Other funds holding XLF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACJ
Autonomy Capital (Jersey) St. Helier, Jersey $54.8M AUM 37.27% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

AFT Forsyth & Company increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 18% in Q3 2013, buying an estimated $8.07K and bringing the position to 2,990 shares worth $52K. The position accounts for 0.07% of the portfolio, ranked #173.

AFT Forsyth & Company first reported a position in XLF in Q2 2013 and has held it in 2 quarters since. 434 funds tracked by Wall St. Rank hold XLF as of Q3 2013.

  • AFT Forsyth & Company held 2,990 shares of State Street Financial Select Sector SPDR ETF worth $52K as of Q3 2013.
  • AFT Forsyth & Company bought 455 State Street Financial Select Sector SPDR ETF shares in Q3 2013, an estimated $8.07K.
  • State Street Financial Select Sector SPDR ETF made up 0.07% of AFT Forsyth & Company's portfolio in Q3 2013, its #173 holding.
  • AFT Forsyth & Company first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 2 quarters since.
  • 434 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2013.

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