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Synovus Financial’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Synovus Financial’s Portfolio CVY Stock Details CVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,211
Closed -$31K – 919
2014
Q1 		$31K Buy
+1,211
New +$30K ﹤0.01% 635

Other funds holding CVY

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Synovus Financial's CVY Position: Q2 2014 in Review

Synovus Financial sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2014, closing a stake of 1,211 shares — an estimated $31K sold.

Synovus Financial first reported a position in CVY in Q1 2014 and held it in 1 quarter. The position peaked at $31K in Q1 2014. 92 funds tracked by Wall St. Rank hold CVY as of Q2 2014.

  • Synovus Financial reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q2 2014 after selling out during the quarter.
  • Synovus Financial sold 1,211 Invesco Zacks Multi-Asset Income ETF shares in Q2 2014, an estimated $31K.
  • Synovus Financial first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2014 and held it in 1 quarter.
  • Synovus Financial's Invesco Zacks Multi-Asset Income ETF position peaked at $31K in Q1 2014.
  • 92 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2014.

Based on Synovus Financial's 13F filing for Q2 2014, filed 1 Aug 2014.