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Synovus Financial’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

Synovus Financial’s Portfolio FXR Stock Details FXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,200
Closed -$30K – 903
2013
Q3 		$30K Hold
1,200
– – ﹤0.01% 592
2013
Q2 		$27K Buy
+1,200
New +$26.8K ﹤0.01% 594

Other funds holding FXR

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Synovus Financial's FXR Position: Q4 2013 in Review

Synovus Financial sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q4 2013, closing a stake of 1,200 shares — an estimated $30K sold.

Synovus Financial first reported a position in FXR in Q2 2013 and held it in 2 quarters. The position peaked at $30K in Q3 2013. 57 funds tracked by Wall St. Rank hold FXR as of Q4 2013.

  • Synovus Financial reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q4 2013 after selling out during the quarter.
  • Synovus Financial sold 1,200 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q4 2013, an estimated $30K.
  • Synovus Financial first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q2 2013 and held it in 2 quarters.
  • Synovus Financial's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $30K in Q3 2013.
  • 57 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q4 2013.

Based on Synovus Financial's 13F filing for Q4 2013, filed 10 Feb 2014.