Icon Wealth Partners’s Synovus SNV Stock Holding History

Icon Wealth Partners’s Portfolio SNV Stock Details SNV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-118	Closed	-$6K	–	654
2018 Q2	$6K	Buy	+118	New	+$6.28K	﹤0.01%	746
2018 Q1	–	Sell	-128	Closed	-$6K	–	652
2017 Q4	$6K	Buy	+128	New	+$6.06K	﹤0.01%	763

Other funds holding SNV

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

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Icon Wealth Partners's SNV Position: Q3 2018 in Review

Icon Wealth Partners sold out of Synovus (SNV) in Q3 2018, closing a stake of 118 shares — an estimated $6K sold.

Icon Wealth Partners first reported a position in SNV in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q2 2018. 336 funds tracked by Wall St. Rank hold SNV as of Q3 2018.

Icon Wealth Partners reported no remaining Synovus position as of Q3 2018 after selling out during the quarter.
Icon Wealth Partners sold 118 Synovus shares in Q3 2018, an estimated $6K.
Icon Wealth Partners first reported a position in Synovus in Q4 2017 and held it in 2 quarters.
Icon Wealth Partners's Synovus position peaked at $6K in Q2 2018.
336 funds tracked by Wall St. Rank held Synovus as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.