SSWM
SNV

Sheets Smith Wealth Management’s Synovus SNV Stock Holding History

Sheets Smith Wealth Management’s Portfolio SNV Stock Details SNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-9,211
Closed -$487K – 349
2018
Q2 		$487K Buy
+9,211
New +$490K 0.11% 197
2015
Q3 		– Sell
-35,832
Closed -$1.1M – 234
2015
Q2 		$1.1M Buy
35,832
+297
+0.8% +$8.59K 0.3% 102
2015
Q1 		$995K Sell
35,535
-339
-0.9% -$9.2K 0.27% 109
2014
Q4 		$972K Buy
+35,874
New +$906K 0.25% 119

Other funds holding SNV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sheets Smith Wealth Management's SNV Position: Q3 2018 in Review

Sheets Smith Wealth Management sold out of Synovus (SNV) in Q3 2018, closing a stake of 9,211 shares — an estimated $487K sold.

Sheets Smith Wealth Management first reported a position in SNV in Q4 2014 and held it in 4 quarters. The position peaked at $1.1M in Q2 2015. 336 funds tracked by Wall St. Rank hold SNV as of Q3 2018.

  • Sheets Smith Wealth Management reported no remaining Synovus position as of Q3 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 9,211 Synovus shares in Q3 2018, an estimated $487K.
  • Sheets Smith Wealth Management first reported a position in Synovus in Q4 2014 and held it in 4 quarters.
  • Sheets Smith Wealth Management's Synovus position peaked at $1.1M in Q2 2015.
  • 336 funds tracked by Wall St. Rank held Synovus as of Q3 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2018, filed 15 Oct 2018.