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Mascoma Wealth Management’s Synovus SNV Stock Holding History

Mascoma 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
2018
Q4 		– Sell
-9,255
Closed -$424K – 397
2018
Q3 		$424K Buy
9,255
+1,153
+14% +$58K 0.28% 43
2018
Q2 		$428K Buy
8,102
+1,501
+23% +$79.8K 0.3% 42
2018
Q1 		$330K Buy
6,601
+1,900
+40% +$95.7K 0.22% 54
2017
Q4 		$238K Buy
+4,701
New +$223K 0.15% 64

Other funds holding SNV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mascoma Wealth Management's SNV Position: Q4 2018 in Review

Mascoma Wealth Management sold out of Synovus (SNV) in Q4 2018, closing a stake of 9,255 shares — an estimated $424K sold.

Mascoma Wealth Management first reported a position in SNV in Q4 2017 and held it in 4 quarters. The position peaked at $428K in Q2 2018. 338 funds tracked by Wall St. Rank hold SNV as of Q4 2018.

  • Mascoma Wealth Management reported no remaining Synovus position as of Q4 2018 after selling out during the quarter.
  • Mascoma Wealth Management sold 9,255 Synovus shares in Q4 2018, an estimated $424K.
  • Mascoma Wealth Management first reported a position in Synovus in Q4 2017 and held it in 4 quarters.
  • Mascoma Wealth Management's Synovus position peaked at $428K in Q2 2018.
  • 338 funds tracked by Wall St. Rank held Synovus as of Q4 2018.

Based on Mascoma Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.