Omnia Family Wealth’s Synchrony SYF Stock Holding History

Omnia 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
2017 Q2	–	Sell	-97	Closed	-$3K	–	737
2017 Q1	$3K	Hold	97	–	–	﹤0.01%	533
2016 Q4	$4K	Buy	+97	New	+$3.1K	﹤0.01%	469

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Omnia Family Wealth's SYF Position: Q2 2017 in Review

Omnia Family Wealth sold out of Synchrony (SYF) in Q2 2017, closing a stake of 97 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in SYF in Q4 2016 and held it in 2 quarters. The position peaked at $4K in Q4 2016. 584 funds tracked by Wall St. Rank hold SYF as of Q2 2017.

Omnia Family Wealth reported no remaining Synchrony position as of Q2 2017 after selling out during the quarter.
Omnia Family Wealth sold 97 Synchrony shares in Q2 2017, an estimated $3K.
Omnia Family Wealth first reported a position in Synchrony in Q4 2016 and held it in 2 quarters.
Omnia Family Wealth's Synchrony position peaked at $4K in Q4 2016.
584 funds tracked by Wall St. Rank held Synchrony as of Q2 2017.

Based on Omnia Family Wealth's 13F filing for Q2 2017, filed 10 Aug 2017.