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Integrated Wealth Management (Palm Desert)’s Synchrony SYF Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-56
Closed -$2K – 908
2016
Q3 		$2K Hold
56
– – ﹤0.01% 1088
2016
Q2 		$1K Hold
56
– – ﹤0.01% 1207
2016
Q1 		$2K Hold
56
– – ﹤0.01% 1027
2015
Q4 		$2K Buy
+56
New +$1.75K ﹤0.01% 1111

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SYF Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Synchrony (SYF) in Q4 2016, closing a stake of 56 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SYF in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 637 funds tracked by Wall St. Rank hold SYF as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Synchrony position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 56 Synchrony shares in Q4 2016, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Synchrony in Q4 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Synchrony position peaked at $2K in Q3 2016.
  • 637 funds tracked by Wall St. Rank held Synchrony as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.