SF
PFD

Synovus Financial’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Synovus Financial’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-500
Closed -$6K – 1980
2020
Q1 		$6K Buy
+500
New +$7.38K ﹤0.01% 1730

Other funds holding PFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Synovus Financial's PFD Position: Q2 2020 in Review

Synovus Financial sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2020, closing a stake of 500 shares — an estimated $6K sold.

Synovus Financial first reported a position in PFD in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 32 funds tracked by Wall St. Rank hold PFD as of Q2 2020.

  • Synovus Financial reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q2 2020 after selling out during the quarter.
  • Synovus Financial sold 500 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2020, an estimated $6K.
  • Synovus Financial first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2020 and held it in 1 quarter.
  • Synovus Financial's Flaherty & Crumrine Preferred and Income Fund position peaked at $6K in Q1 2020.
  • 32 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2020.

Based on Synovus Financial's 13F filing for Q2 2020, filed 10 Aug 2020.