SHWM
SNV

Smith & Howard Wealth Management’s Synovus SNV Stock Holding History

Smith & Howard 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
2014
Q2 		– Sell
-4,502
Closed -$107K – 49
2014
Q1 		$107K Sell
4,502
-428
-9% -$10.4K 0.06% 38
2013
Q4 		$124K Buy
4,930
+1
+0% +$24 0.07% 73
2013
Q3 		$114K Hold
4,929
– – 0.07% 59
2013
Q2 		$101K Buy
+4,929
New +$93.4K 0.06% 65

Other funds holding SNV

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Smith & Howard Wealth Management's SNV Position: Q2 2014 in Review

Smith & Howard Wealth Management sold out of Synovus (SNV) in Q2 2014, closing a stake of 4,502 shares — an estimated $107K sold.

Smith & Howard Wealth Management first reported a position in SNV in Q2 2013 and held it in 4 quarters. The position peaked at $124K in Q4 2013. 230 funds tracked by Wall St. Rank hold SNV as of Q2 2014.

  • Smith & Howard Wealth Management reported no remaining Synovus position as of Q2 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 4,502 Synovus shares in Q2 2014, an estimated $107K.
  • Smith & Howard Wealth Management first reported a position in Synovus in Q2 2013 and held it in 4 quarters.
  • Smith & Howard Wealth Management's Synovus position peaked at $124K in Q4 2013.
  • 230 funds tracked by Wall St. Rank held Synovus as of Q2 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2014, filed 13 Aug 2014.