Synovus Financial’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Synovus Financial’s Portfolio FGB Stock Details FGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-6,597	Closed	-$46K	–	1068
2016 Q3	$46K	Hold	6,597	–	–	﹤0.01%	724
2016 Q2	$40K	Hold	6,597	–	–	﹤0.01%	696
2016 Q1	$41K	Hold	6,597	–	–	﹤0.01%	679
2015 Q4	$37K	Hold	6,597	–	–	﹤0.01%	696
2015 Q3	$39K	Hold	6,597	–	–	﹤0.01%	652
2015 Q2	$43K	Hold	6,597	–	–	﹤0.01%	621
2015 Q1	$50K	Buy	6,597 +3,319	+101%	+$25K	﹤0.01%	628
2014 Q4	$26K	Buy	+3,278	New	+$26.3K	﹤0.01%	727

Other funds holding FGB

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Synovus Financial's FGB Position: Q4 2016 in Review

Synovus Financial sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q4 2016, closing a stake of 6,597 shares — an estimated $46K sold.

Synovus Financial first reported a position in FGB in Q4 2014 and held it in 8 quarters. The position peaked at $50K in Q1 2015. 18 funds tracked by Wall St. Rank hold FGB as of Q4 2016.

Synovus Financial reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q4 2016 after selling out during the quarter.
Synovus Financial sold 6,597 First Trust Specialty Finance and Financial Opportunities Fund shares in Q4 2016, an estimated $46K.
Synovus Financial first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q4 2014 and held it in 8 quarters.
Synovus Financial's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $50K in Q1 2015.
18 funds tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q4 2016.

Based on Synovus Financial's 13F filing for Q4 2016, filed 10 Feb 2017.