Synovus Financial’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Synovus Financial’s Portfolio PIV Stock Details PIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,467	Closed	-$44K	–	1317
2018 Q1	$44K	Buy	+1,467	New	+$44K	﹤0.01%	797
2017 Q3	–	Sell	-1,488	Closed	-$42K	–	797
2017 Q2	$42K	Sell	1,488 -12	-0.8%	-$339	﹤0.01%	669
2017 Q1	$41K	Sell	1,500 -307	-17%	-$8.39K	﹤0.01%	757
2016 Q4	$47K	Hold	1,807	–	–	﹤0.01%	735
2016 Q3	$46K	Hold	1,807	–	–	﹤0.01%	728
2016 Q2	$45K	Buy	1,807 +1,500	+489%	+$37.4K	﹤0.01%	679
2016 Q1	$8K	Hold	307	–	–	﹤0.01%	877
2015 Q4	$7K	Hold	307	–	–	﹤0.01%	897
2015 Q3	$7K	Hold	307	–	–	﹤0.01%	858
2015 Q2	$7K	Hold	307	–	–	﹤0.01%	887
2015 Q1	$7K	Hold	307	–	–	﹤0.01%	918
2014 Q4	$7K	Hold	307	–	–	﹤0.01%	922
2014 Q3	$7K	Hold	307	–	–	﹤0.01%	875
2014 Q2	$7K	Hold	307	–	–	﹤0.01%	845
2014 Q1	$6K	Hold	307	–	–	﹤0.01%	877
2013 Q4	$6K	Hold	307	–	–	﹤0.01%	819
2013 Q3	$6K	Hold	307	–	–	﹤0.01%	794
2013 Q2	$5K	Buy	+307	New	+$5K	﹤0.01%	761

Other funds holding PIV

LTFS

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

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Synovus Financial's PIV Position: Q2 2018 in Review

Synovus Financial sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 1,467 shares — an estimated $44K sold.

Synovus Financial first reported a position in PIV in Q2 2013 and held it in 18 quarters. The position peaked at $47K in Q4 2016. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Synovus Financial reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2018 after selling out during the quarter.
Synovus Financial sold 1,467 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $44K.
Synovus Financial first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q2 2013 and held it in 18 quarters.
Synovus Financial's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $47K in Q4 2016.
3 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2018.

Based on Synovus Financial's 13F filing for Q2 2018, filed 1 Aug 2018.