SF
ARDC

Synovus Financial’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Synovus Financial’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,214
Closed -$18K – 1539
2019
Q3 		$18K Hold
1,214
– – ﹤0.01% 1106
2019
Q2 		$18K Hold
1,214
– – ﹤0.01% 1038
2019
Q1 		$18K Hold
1,214
– – ﹤0.01% 1023
2018
Q4 		$17K Hold
1,214
– – ﹤0.01% 1008
2018
Q3 		$19K Hold
1,214
– – ﹤0.01% 1026
2018
Q2 		$20K Hold
1,214
– – ﹤0.01% 942
2018
Q1 		$20K Buy
+1,214
New +$19.8K ﹤0.01% 930

Other funds holding ARDC

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Synovus Financial's ARDC Position: Q4 2019 in Review

Synovus Financial sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q4 2019, closing a stake of 1,214 shares — an estimated $18K sold.

Synovus Financial first reported a position in ARDC in Q1 2018 and held it in 7 quarters. The position peaked at $20K in Q2 2018. 55 funds tracked by Wall St. Rank hold ARDC as of Q4 2019.

  • Synovus Financial reported no remaining Are Dynamic Credit Allocation Fund position as of Q4 2019 after selling out during the quarter.
  • Synovus Financial sold 1,214 Are Dynamic Credit Allocation Fund shares in Q4 2019, an estimated $18K.
  • Synovus Financial first reported a position in Are Dynamic Credit Allocation Fund in Q1 2018 and held it in 7 quarters.
  • Synovus Financial's Are Dynamic Credit Allocation Fund position peaked at $20K in Q2 2018.
  • 55 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q4 2019.

Based on Synovus Financial's 13F filing for Q4 2019, filed 6 Feb 2020.