Synovus Financial’s Virtus Convertible & Income 2024 Target Term Fund CBH Stock Holding History

Synovus Financial’s Portfolio CBH Stock Details CBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-3,965	Closed	-$35K	–	1514
2020 Q2	$35K	Sell	3,965 -32,834	-89%	-$271K	﹤0.01%	982
2020 Q1	$282K	Buy	36,799 +26,499	+257%	+$243K	﹤0.01%	686
2019 Q4	$99K	Hold	10,300	–	–	﹤0.01%	810
2019 Q3	$97K	Hold	10,300	–	–	﹤0.01%	777
2019 Q2	$96K	Buy	10,300 +1,800	+21%	+$16.4K	﹤0.01%	712
2019 Q1	$77K	Buy	+8,500	New	+$75.2K	﹤0.01%	739

Other funds holding CBH

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Synovus Financial's CBH Position: Q3 2020 in Review

Synovus Financial sold out of Virtus Convertible & Income 2024 Target Term Fund (CBH) in Q3 2020, closing a stake of 3,965 shares — an estimated $35K sold.

Synovus Financial first reported a position in CBH in Q1 2019 and held it in 6 quarters. The position peaked at $282K in Q1 2020. 26 funds tracked by Wall St. Rank hold CBH as of Q3 2020.

Synovus Financial reported no remaining Virtus Convertible & Income 2024 Target Term Fund position as of Q3 2020 after selling out during the quarter.
Synovus Financial sold 3,965 Virtus Convertible & Income 2024 Target Term Fund shares in Q3 2020, an estimated $35K.
Synovus Financial first reported a position in Virtus Convertible & Income 2024 Target Term Fund in Q1 2019 and held it in 6 quarters.
Synovus Financial's Virtus Convertible & Income 2024 Target Term Fund position peaked at $282K in Q1 2020.
26 funds tracked by Wall St. Rank held Virtus Convertible & Income 2024 Target Term Fund as of Q3 2020.

Based on Synovus Financial's 13F filing for Q3 2020, filed 9 Nov 2020.