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Jackson Wealth Management’s Synchrony SYF Stock Holding History

Jackson Wealth Management’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
2018
Q2 		– Sell
-35,178
Closed -$1.19M – 104
2018
Q1 		$1.19M Sell
35,178
-8,040
-19% -$298K 0.33% 84
2017
Q4 		$1.71M Buy
43,218
+981
+2% +$33.6K 0.43% 71
2017
Q3 		$1.34M Buy
+42,237
New +$1.26M 0.36% 67

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jackson Wealth Management's SYF Position: Q2 2018 in Review

Jackson Wealth Management sold out of Synchrony (SYF) in Q2 2018, closing a stake of 35,178 shares — an estimated $1.19M sold.

Jackson Wealth Management first reported a position in SYF in Q3 2017 and held it in 3 quarters. The position peaked at $1.71M in Q4 2017. 693 funds tracked by Wall St. Rank hold SYF as of Q2 2018.

  • Jackson Wealth Management reported no remaining Synchrony position as of Q2 2018 after selling out during the quarter.
  • Jackson Wealth Management sold 35,178 Synchrony shares in Q2 2018, an estimated $1.19M.
  • Jackson Wealth Management first reported a position in Synchrony in Q3 2017 and held it in 3 quarters.
  • Jackson Wealth Management's Synchrony position peaked at $1.71M in Q4 2017.
  • 693 funds tracked by Wall St. Rank held Synchrony as of Q2 2018.

Based on Jackson Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.