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

Synovus Financial’s Portfolio PFO Stock Details PFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-3,817	Closed	-$41K	–	1415
2018 Q2	$41K	Hold	3,817	–	–	﹤0.01%	823
2018 Q1	$41K	Buy	+3,817	New	+$42.6K	﹤0.01%	807
2017 Q4	–	Sell	-14,269	Closed	-$64K	–	590
2017 Q3	$64K	Buy	+14,269	New	+$175K	﹤0.01%	568
2017 Q2	–	Sell	-3,817	Closed	-$45K	–	1022
2017 Q1	$45K	Hold	3,817	–	–	﹤0.01%	744
2016 Q4	$42K	Hold	3,817	–	–	﹤0.01%	748
2016 Q3	$44K	Hold	3,817	–	–	﹤0.01%	734
2016 Q2	$48K	Hold	3,817	–	–	﹤0.01%	665
2016 Q1	$45K	Buy	3,817 +1,707	+81%	+$18.8K	﹤0.01%	670
2015 Q4	$23K	Hold	2,110	–	–	﹤0.01%	749
2015 Q3	$22K	Hold	2,110	–	–	﹤0.01%	718
2015 Q2	$22K	Hold	2,110	–	–	﹤0.01%	719
2015 Q1	$26K	Hold	2,110	–	–	﹤0.01%	725
2014 Q4	$24K	Hold	2,110	–	–	﹤0.01%	741
2014 Q3	$23K	Hold	2,110	–	–	﹤0.01%	721
2014 Q2	$24K	Hold	2,110	–	–	﹤0.01%	680
2014 Q1	$24K	Hold	2,110	–	–	﹤0.01%	678
2013 Q4	$22K	Hold	2,110	–	–	﹤0.01%	662
2013 Q3	$22K	Hold	2,110	–	–	﹤0.01%	642
2013 Q2	$23K	Buy	+2,110	New	+$25.3K	﹤0.01%	623

Other funds holding PFO

SXL

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Synovus Financial's PFO Position: Q3 2018 in Review

Synovus Financial sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q3 2018, closing a stake of 3,817 shares — an estimated $41K sold.

Synovus Financial first reported a position in PFO in Q2 2013 and held it in 19 quarters. The position peaked at $64K in Q3 2017. 36 funds tracked by Wall St. Rank hold PFO as of Q3 2018.

Synovus Financial reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q3 2018 after selling out during the quarter.
Synovus Financial sold 3,817 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2018, an estimated $41K.
Synovus Financial first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2013 and held it in 19 quarters.
Synovus Financial's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $64K in Q3 2017.
36 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2018.

Based on Synovus Financial's 13F filing for Q3 2018, filed 1 Nov 2018.