Synovus Financial’s ProShares Large Cap Core Plus CSM Stock Holding History

Synovus Financial’s Portfolio CSM Stock Details CSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-206	Closed	-$7K	–	843
2020 Q2	$7K	Buy	206 +2	+1%	+$67	﹤0.01%	1262
2020 Q1	$6K	Hold	204	–	–	﹤0.01%	1710
2019 Q4	$8K	Hold	204	–	–	﹤0.01%	1240
2019 Q3	$7K	Buy	204 +2	+1%	+$71	﹤0.01%	1233
2019 Q2	$7K	Hold	202	–	–	﹤0.01%	1167
2019 Q1	$7K	Buy	+202	New	+$6.7K	﹤0.01%	1170

Other funds holding CSM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

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

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

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Synovus Financial's CSM Position: Q3 2020 in Review

Synovus Financial sold out of ProShares Large Cap Core Plus (CSM) in Q3 2020, closing a stake of 206 shares — an estimated $7K sold.

Synovus Financial first reported a position in CSM in Q1 2019 and held it in 6 quarters. The position peaked at $8K in Q4 2019. 74 funds tracked by Wall St. Rank hold CSM as of Q3 2020.

Synovus Financial reported no remaining ProShares Large Cap Core Plus position as of Q3 2020 after selling out during the quarter.
Synovus Financial sold 206 ProShares Large Cap Core Plus shares in Q3 2020, an estimated $7K.
Synovus Financial first reported a position in ProShares Large Cap Core Plus in Q1 2019 and held it in 6 quarters.
Synovus Financial's ProShares Large Cap Core Plus position peaked at $8K in Q4 2019.
74 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2020.

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