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Mountain Capital Investment Advisors’s Synchrony SYF Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-1,239
Closed -$38K – 376
2017
Q3 		$38K Hold
1,239
– – 0.03% 139
2017
Q2 		$37K Buy
+1,239
New +$36.7K 0.04% 153

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Mountain Capital Investment Advisors's SYF Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Synchrony (SYF) in Q4 2017, closing a stake of 1,239 shares — an estimated $38K sold.

Mountain Capital Investment Advisors first reported a position in SYF in Q2 2017 and held it in 2 quarters. The position peaked at $38K in Q3 2017. 693 funds tracked by Wall St. Rank hold SYF as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Synchrony position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,239 Synchrony shares in Q4 2017, an estimated $38K.
  • Mountain Capital Investment Advisors first reported a position in Synchrony in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Synchrony position peaked at $38K in Q3 2017.
  • 693 funds tracked by Wall St. Rank held Synchrony as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.