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Northwest & Ethical Investments’s Synchrony SYF Stock Holding History

Northwest & Ethical Investments’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
-89,032
Closed -$2.25M – 351
2016
Q2 		$2.25M Sell
89,032
-166,668
-65% -$4.85M 0.17% 133
2016
Q1 		$7.33M Buy
255,700
+68,590
+37% +$1.91M 0.49% 63
2015
Q4 		$5.69M Buy
+187,110
New +$5.86M 0.41% 75

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

Northwest & Ethical Investments's SYF Position: Q3 2016 in Review

Northwest & Ethical Investments sold out of Synchrony (SYF) in Q3 2016, closing a stake of 89,032 shares — an estimated $2.25M sold.

Northwest & Ethical Investments first reported a position in SYF in Q4 2015 and held it in 3 quarters. The position peaked at $7.33M in Q1 2016. 584 funds tracked by Wall St. Rank hold SYF as of Q3 2016.

  • Northwest & Ethical Investments reported no remaining Synchrony position as of Q3 2016 after selling out during the quarter.
  • Northwest & Ethical Investments sold 89,032 Synchrony shares in Q3 2016, an estimated $2.25M.
  • Northwest & Ethical Investments first reported a position in Synchrony in Q4 2015 and held it in 3 quarters.
  • Northwest & Ethical Investments's Synchrony position peaked at $7.33M in Q1 2016.
  • 584 funds tracked by Wall St. Rank held Synchrony as of Q3 2016.

Based on Northwest & Ethical Investments's 13F filing for Q3 2016, filed 8 Jul 2025.