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Independent Portfolio Consultants’s Synchrony SYF Stock Holding History

Independent Portfolio Consultants’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
Q2 		$137K Sell
4,610
-2,000
-30% -$59.3K 0.06% 366
2017
Q1 		$227K Sell
6,610
-1,455
-18% -$52.2K 0.08% 302
2016
Q4 		$293K Sell
8,065
-1,645
-17% -$52.5K 0.1% 268
2016
Q3 		$272K Buy
9,710
+270
+3% +$7.42K 0.09% 278
2016
Q2 		$239K Buy
9,440
+1,335
+16% +$38.9K 0.08% 298
2016
Q1 		$232K Buy
+8,105
New +$225K 0.06% 315

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Independent Portfolio Consultants's SYF Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Synchrony (SYF) stake by 30% in Q2 2017, selling an estimated $59.3K and leaving 4,610 shares worth $137K. The position accounts for 0.06% of the portfolio, ranked #366.

Independent Portfolio Consultants first reported a position in SYF in Q1 2016 and has held it in 6 quarters since. The position peaked at $293K in Q4 2016. 584 funds tracked by Wall St. Rank hold SYF as of Q2 2017.

  • Independent Portfolio Consultants held 4,610 shares of Synchrony worth $137K as of Q2 2017.
  • Independent Portfolio Consultants sold 2,000 Synchrony shares in Q2 2017, an estimated $59.3K.
  • Synchrony made up 0.06% of Independent Portfolio Consultants's portfolio in Q2 2017, its #366 holding.
  • Independent Portfolio Consultants first reported a position in Synchrony in Q1 2016 and has held it in 6 quarters since.
  • Independent Portfolio Consultants's Synchrony position peaked at $293K in Q4 2016.
  • 584 funds tracked by Wall St. Rank held Synchrony as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.