Synovus Financial’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Synovus Financial’s Portfolio KBWD Stock Details KBWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-8,624	Closed	-$208K	–	957
2017 Q1	$208K	Buy	8,624 +2,290	+36%	+$54.3K	﹤0.01%	517
2016 Q4	$146K	Sell	6,334 -54,738	-90%	-$1.23M	﹤0.01%	559
2016 Q3	$1.34M	Sell	61,072 -3,600	-6%	-$78.6K	0.03%	210
2016 Q2	$1.35M	Buy	64,672 +2,897	+5%	+$60.3K	0.03%	222
2016 Q1	$1.28M	Buy	61,775 +213	+0.3%	+$4.1K	0.03%	221
2015 Q4	$1.29M	Sell	61,562 -2,361	-4%	-$52.7K	0.03%	220
2015 Q3	$1.4M	Sell	63,923 -908	-1%	-$21.2K	0.04%	223
2015 Q2	$1.57M	Buy	64,831 +2,392	+4%	+$60.2K	0.04%	224
2015 Q1	$1.59M	Buy	62,439 +9,447	+18%	+$238K	0.04%	212
2014 Q4	$1.34M	Buy	52,992 +9,005	+20%	+$229K	0.04%	233
2014 Q3	$1.09M	Buy	43,987 +7,082	+19%	+$183K	0.03%	252
2014 Q2	$965K	Buy	36,905 +3,230	+10%	+$82.2K	0.03%	248
2014 Q1	$860K	Sell	33,675 -1,595	-5%	-$40.6K	0.03%	263
2013 Q4	$894K	Buy	35,270 +1,095	+3%	+$27.5K	0.03%	250
2013 Q3	$852K	Buy	34,175 +1,390	+4%	+$34.7K	0.03%	249
2013 Q2	$815K	Buy	+32,785	New	+$843K	0.02%	251

Other funds holding KBWD

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

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

AHC

Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Synovus Financial's KBWD Position: Q2 2017 in Review

Synovus Financial sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2017, closing a stake of 8,624 shares — an estimated $208K sold.

Synovus Financial first reported a position in KBWD in Q2 2013 and held it in 16 quarters. The position peaked at $1.59M in Q1 2015. 48 funds tracked by Wall St. Rank hold KBWD as of Q2 2017.

Synovus Financial reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q2 2017 after selling out during the quarter.
Synovus Financial sold 8,624 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2017, an estimated $208K.
Synovus Financial first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2013 and held it in 16 quarters.
Synovus Financial's Invesco KBW High Dividend Yield Financial ETF position peaked at $1.59M in Q1 2015.
48 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2017.

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