SSWM
SNCR

Sheets Smith Wealth Management’s Synchronoss Technologies SNCR Stock Holding History

Sheets Smith Wealth Management’s Portfolio SNCR Stock Details SNCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,125
Closed -$417K – 298
2016
Q3 		$417K Buy
+1,125
New +$398K 0.12% 187
2015
Q1 		– Sell
-2,364
Closed -$891K – 257
2014
Q4 		$891K Sell
2,364
-7
-0.3% -$2.83K 0.23% 132
2014
Q3 		$977K Buy
+2,371
New +$854K 0.27% 115

Other funds holding SNCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sheets Smith Wealth Management's SNCR Position: Q4 2016 in Review

Sheets Smith Wealth Management sold out of Synchronoss Technologies (SNCR) in Q4 2016, closing a stake of 1,125 shares — an estimated $417K sold.

Sheets Smith Wealth Management first reported a position in SNCR in Q3 2014 and held it in 3 quarters. The position peaked at $977K in Q3 2014. 247 funds tracked by Wall St. Rank hold SNCR as of Q4 2016.

  • Sheets Smith Wealth Management reported no remaining Synchronoss Technologies position as of Q4 2016 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,125 Synchronoss Technologies shares in Q4 2016, an estimated $417K.
  • Sheets Smith Wealth Management first reported a position in Synchronoss Technologies in Q3 2014 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Synchronoss Technologies position peaked at $977K in Q3 2014.
  • 247 funds tracked by Wall St. Rank held Synchronoss Technologies as of Q4 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2016, filed 3 Feb 2017.