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Burt Wealth Advisors’s Synchrony SYF Stock Holding History

Burt Wealth Advisors’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
2017
Q3 		– Sell
-1,059
Closed -$31K – 403
2017
Q2 		$31K Hold
1,059
– – 0.02% 223
2017
Q1 		$36K Buy
+1,059
New +$38K 0.03% 193
2016
Q1 		– Sell
-110
Closed -$3K – 716
2015
Q4 		$3K Buy
+110
New +$3.45K ﹤0.01% 435

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Burt Wealth Advisors's SYF Position: Q3 2017 in Review

Burt Wealth Advisors sold out of Synchrony (SYF) in Q3 2017, closing a stake of 1,059 shares — an estimated $31K sold.

Burt Wealth Advisors first reported a position in SYF in Q4 2015 and held it in 3 quarters. The position peaked at $36K in Q1 2017. 612 funds tracked by Wall St. Rank hold SYF as of Q3 2017.

  • Burt Wealth Advisors reported no remaining Synchrony position as of Q3 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,059 Synchrony shares in Q3 2017, an estimated $31K.
  • Burt Wealth Advisors first reported a position in Synchrony in Q4 2015 and held it in 3 quarters.
  • Burt Wealth Advisors's Synchrony position peaked at $36K in Q1 2017.
  • 612 funds tracked by Wall St. Rank held Synchrony as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.