TrueWealth LLC’s Synchrony SYF Stock Holding History

TrueWealth LLC’s Portfolio SYF Stock Details SYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-200	Closed	-$7K	–	844
2018 Q2	$7K	Hold	200	–	–	﹤0.01%	560
2018 Q1	$7K	Sell	200 -29	-13%	-$1.08K	﹤0.01%	519
2017 Q4	$9K	Buy	+229	New	+$7.84K	﹤0.01%	534

Other funds holding SYF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TrueWealth LLC's SYF Position: Q3 2018 in Review

TrueWealth LLC sold out of Synchrony (SYF) in Q3 2018, closing a stake of 200 shares — an estimated $7K sold.

TrueWealth LLC first reported a position in SYF in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q4 2017. 668 funds tracked by Wall St. Rank hold SYF as of Q3 2018.

TrueWealth LLC reported no remaining Synchrony position as of Q3 2018 after selling out during the quarter.
TrueWealth LLC sold 200 Synchrony shares in Q3 2018, an estimated $7K.
TrueWealth LLC first reported a position in Synchrony in Q4 2017 and held it in 3 quarters.
TrueWealth LLC's Synchrony position peaked at $9K in Q4 2017.
668 funds tracked by Wall St. Rank held Synchrony as of Q3 2018.

Based on TrueWealth LLC's 13F filing for Q3 2018, filed 16 Oct 2018.