IBEX Wealth Advisors’s Synchrony SYF Stock Holding History

IBEX 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 Q1	–	Sell	-208	Closed	-$8K	–	347
2016 Q4	$8K	Buy	+208	New	+$6.64K	﹤0.01%	325

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IBEX Wealth Advisors's SYF Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Synchrony (SYF) in Q1 2017, closing a stake of 208 shares — an estimated $8K sold.

IBEX Wealth Advisors first reported a position in SYF in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 636 funds tracked by Wall St. Rank hold SYF as of Q1 2017.

IBEX Wealth Advisors reported no remaining Synchrony position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 208 Synchrony shares in Q1 2017, an estimated $8K.
IBEX Wealth Advisors first reported a position in Synchrony in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Synchrony position peaked at $8K in Q4 2016.
636 funds tracked by Wall St. Rank held Synchrony as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.