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Synovus Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Synovus Financial’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-252
Closed -$11K – 872
2017
Q1 		$11K Buy
+252
New +$10.8K ﹤0.01% 937

Other funds holding DSI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Synovus Financial's DSI Position: Q2 2017 in Review

Synovus Financial sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2017, closing a stake of 252 shares — an estimated $11K sold.

Synovus Financial first reported a position in DSI in Q1 2017 and held it in 1 quarter. The position peaked at $11K in Q1 2017. 145 funds tracked by Wall St. Rank hold DSI as of Q2 2017.

  • Synovus Financial reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2017 after selling out during the quarter.
  • Synovus Financial sold 252 iShares MSCI KLD 400 Social ETF shares in Q2 2017, an estimated $11K.
  • Synovus Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2017 and held it in 1 quarter.
  • Synovus Financial's iShares MSCI KLD 400 Social ETF position peaked at $11K in Q1 2017.
  • 145 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2017.

Based on Synovus Financial's 13F filing for Q2 2017, filed 9 Aug 2017.