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McKinley Carter Wealth Services’s Synchrony SYF Stock Holding History

McKinley Carter Wealth Services’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
-222
Closed -$7K – 349
2018
Q1 		$7K Buy
+222
New +$8.24K ﹤0.01% 393

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

McKinley Carter Wealth Services's SYF Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Synchrony (SYF) in Q2 2018, closing a stake of 222 shares — an estimated $7K sold.

McKinley Carter Wealth Services first reported a position in SYF in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 693 funds tracked by Wall St. Rank hold SYF as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Synchrony position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 222 Synchrony shares in Q2 2018, an estimated $7K.
  • McKinley Carter Wealth Services first reported a position in Synchrony in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Synchrony position peaked at $7K in Q1 2018.
  • 693 funds tracked by Wall St. Rank held Synchrony as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.