BFG
SNCR

Beacon Financial Group’s Synchronoss Technologies SNCR Stock Holding History

Beacon Financial Group’s Portfolio SNCR Stock Details SNCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-771
Closed -$265K – 184
2016
Q4 		$265K Sell
771
-728
-49% -$274K 0.05% 173
2016
Q3 		$556K Buy
1,499
+427
+40% +$151K 0.12% 119
2016
Q2 		$304K Buy
+1,072
New +$324K 0.07% 151

Other funds holding SNCR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Financial Group's SNCR Position: Q1 2017 in Review

Beacon Financial Group sold out of Synchronoss Technologies (SNCR) in Q1 2017, closing a stake of 771 shares — an estimated $265K sold.

Beacon Financial Group first reported a position in SNCR in Q2 2016 and held it in 3 quarters. The position peaked at $556K in Q3 2016. 233 funds tracked by Wall St. Rank hold SNCR as of Q1 2017.

  • Beacon Financial Group reported no remaining Synchronoss Technologies position as of Q1 2017 after selling out during the quarter.
  • Beacon Financial Group sold 771 Synchronoss Technologies shares in Q1 2017, an estimated $265K.
  • Beacon Financial Group first reported a position in Synchronoss Technologies in Q2 2016 and held it in 3 quarters.
  • Beacon Financial Group's Synchronoss Technologies position peaked at $556K in Q3 2016.
  • 233 funds tracked by Wall St. Rank held Synchronoss Technologies as of Q1 2017.

Based on Beacon Financial Group's 13F filing for Q1 2017, filed 3 Apr 2017.