HWM
SYT

Heartwood Wealth Management’s Syngenta Ag SYT Stock Holding History

Heartwood Wealth Management’s Portfolio SYT Stock Details SYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$94K Hold
1,075
– – 0.16% 11
2016
Q2 		$83K Hold
1,075
– – 0.12% 12
2016
Q1 		$89K Hold
1,075
– – 0.12% 11
2015
Q4 		$85K Buy
+1,075
New +$76.9K 0.09% 11

Other funds holding SYT

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACPU
Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return
JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
CI
Cowen Inc New York $1.39B AUM 60.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heartwood Wealth Management's SYT Position: Q3 2016 in Review

Heartwood Wealth Management held its Syngenta Ag (SYT) position steady in Q3 2016 at 1,075 shares worth $94K. The position accounts for 0.16% of the portfolio, ranked #11.

Heartwood Wealth Management first reported a position in SYT in Q4 2015 and has held it in 4 quarters since. 241 funds tracked by Wall St. Rank hold SYT as of Q3 2016.

  • Heartwood Wealth Management held 1,075 shares of Syngenta Ag worth $94K as of Q3 2016.
  • Heartwood Wealth Management left its Syngenta Ag share count unchanged in Q3 2016.
  • Syngenta Ag made up 0.16% of Heartwood Wealth Management's portfolio in Q3 2016, its #11 holding.
  • Heartwood Wealth Management first reported a position in Syngenta Ag in Q4 2015 and has held it in 4 quarters since.
  • 241 funds tracked by Wall St. Rank held Syngenta Ag as of Q3 2016.

Based on Heartwood Wealth Management's 13F filing for Q3 2016, filed 24 Oct 2016.