MFW
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Mosaic Family Wealth’s Synchrony SYF Stock Holding History

Mosaic Family Wealth’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
Q3 		– Sell
-91
Closed -$3K – 780
2016
Q2 		$3K Hold
91
– – ﹤0.01% 685
2016
Q1 		$2K Hold
91
– – ﹤0.01% 725
2015
Q4 		$2K Buy
+91
New +$2.85K ﹤0.01% 708

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 $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mosaic Family Wealth's SYF Position: Q3 2016 in Review

Mosaic Family Wealth sold out of Synchrony (SYF) in Q3 2016, closing a stake of 91 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in SYF in Q4 2015 and held it in 3 quarters. The position peaked at $3K in Q2 2016. 584 funds tracked by Wall St. Rank hold SYF as of Q3 2016.

  • Mosaic Family Wealth reported no remaining Synchrony position as of Q3 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 91 Synchrony shares in Q3 2016, an estimated $3K.
  • Mosaic Family Wealth first reported a position in Synchrony in Q4 2015 and held it in 3 quarters.
  • Mosaic Family Wealth's Synchrony position peaked at $3K in Q2 2016.
  • 584 funds tracked by Wall St. Rank held Synchrony as of Q3 2016.

Based on Mosaic Family Wealth's 13F filing for Q3 2016, filed 16 Nov 2016.