SF
SOR

Synovus Financial’s Source Capital SOR Stock Holding History

Synovus Financial’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-22
Closed -$1K – 1451
2018
Q4 		$1K Buy
22
+2
+10% +$73 ﹤0.01% 1366
2018
Q3 		$1K Hold
20
– – ﹤0.01% 1362
2018
Q2 		$1K Hold
20
– – ﹤0.01% 1226
2018
Q1 		$1K Buy
+20
New +$826 ﹤0.01% 1189
2017
Q2 		– Sell
-28
Closed -$1K – 1064
2017
Q1 		$1K Sell
28
-27
-49% -$1K ﹤0.01% 1083
2016
Q4 		$2K Buy
55
+1
+2% +$36 ﹤0.01% 1023
2016
Q3 		$2K Buy
54
+1
+2% +$37 ﹤0.01% 987
2016
Q2 		$2K Hold
53
– – ﹤0.01% 955
2016
Q1 		$2K Buy
53
+12
+29% +$717 ﹤0.01% 964
2015
Q4 		$3K Buy
41
+1
+3% +$68 ﹤0.01% 945
2015
Q3 		$3K Hold
40
– – ﹤0.01% 907
2015
Q2 		$3K Buy
40
+1
+3% +$74 ﹤0.01% 929
2015
Q1 		$3K Hold
39
– – ﹤0.01% 974
2014
Q4 		$3K Buy
+39
New +$2.65K ﹤0.01% 978

Other funds holding SOR

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PC
Pecaut & Co Sioux City, Iowa $308M AUM 15.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IC
Intersect Capital San Ramon, California $331M AUM 6.79% 1-Year Est. Return

Synovus Financial's SOR Position: Q1 2019 in Review

Synovus Financial sold out of Source Capital (SOR) in Q1 2019, closing a stake of 22 shares — an estimated $1K sold.

Synovus Financial first reported a position in SOR in Q4 2014 and held it in 14 quarters. The position peaked at $3K in Q4 2015. 52 funds tracked by Wall St. Rank hold SOR as of Q1 2019.

  • Synovus Financial reported no remaining Source Capital position as of Q1 2019 after selling out during the quarter.
  • Synovus Financial sold 22 Source Capital shares in Q1 2019, an estimated $1K.
  • Synovus Financial first reported a position in Source Capital in Q4 2014 and held it in 14 quarters.
  • Synovus Financial's Source Capital position peaked at $3K in Q4 2015.
  • 52 funds tracked by Wall St. Rank held Source Capital as of Q1 2019.

Based on Synovus Financial's 13F filing for Q1 2019, filed 9 May 2019.