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B. Riley Wealth Management’s Synchrony SYF Stock Holding History

B. Riley Wealth Management’s Portfolio SYF Stock Details SYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-3,000
Closed -$98K – 669
2015
Q2 		$98K Sell
3,000
-1,000
-25% -$31.9K 0.08% 279
2015
Q1 		$121K Hold
4,000
– – 0.09% 251
2014
Q4 		$119K Buy
+4,000
New +$111K 0.1% 235

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TCIM
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Vanguard Group
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Ameriprise
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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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

B. Riley Wealth Management's SYF Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Synchrony (SYF) in Q3 2015, closing a stake of 3,000 shares — an estimated $98K sold.

B. Riley Wealth Management first reported a position in SYF in Q4 2014 and held it in 3 quarters. The position peaked at $121K in Q1 2015. 265 funds tracked by Wall St. Rank hold SYF as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Synchrony position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 3,000 Synchrony shares in Q3 2015, an estimated $98K.
  • B. Riley Wealth Management first reported a position in Synchrony in Q4 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's Synchrony position peaked at $121K in Q1 2015.
  • 265 funds tracked by Wall St. Rank held Synchrony as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.