LWM
SNV

Lyons Wealth Management’s Synovus SNV Stock Holding History

Lyons Wealth Management’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
2013
Q4 		– Sell
-4,714
Closed -$109K – 92
2013
Q3 		$109K Buy
+4,714
New +$107K 0.1% 65

Other funds holding SNV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lyons Wealth Management's SNV Position: Q2 2014 in Review

Lyons Wealth Management sold out of Synovus (SNV) in Q2 2014, closing a stake of 4,286 shares — an estimated $102K sold.

Lyons Wealth Management first reported a position in SNV in Q2 2013 and held it in 2 quarters. The position peaked at $102K in Q1 2014. 230 funds tracked by Wall St. Rank hold SNV as of Q2 2014.

  • Lyons Wealth Management reported no remaining Synovus position as of Q2 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 4,286 Synovus shares in Q2 2014, an estimated $102K.
  • Lyons Wealth Management first reported a position in Synovus in Q2 2013 and held it in 2 quarters.
  • Lyons Wealth Management's Synovus position peaked at $102K in Q1 2014.
  • 230 funds tracked by Wall St. Rank held Synovus as of Q2 2014.

Based on Lyons Wealth Management's 13F filing for Q2 2014, filed 11 Aug 2014.