WP
SNV

WealthPLAN Partners’s Synovus SNV Stock Holding History

WealthPLAN Partners’s Portfolio SNV Stock Details SNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,193
Closed -$88.4K – 383
2017
Q1 		$88.4K Buy
+2,193
New +$91.5K 0.31% 61
2016
Q3 		$83K Sell
2,545
-3,709
-59% -$116K 0.03% 252
2016
Q2 		$77.3K Buy
+6,254
New +$190K 0.01% 710

Other funds holding SNV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's SNV Position: Q2 2017 in Review

WealthPLAN Partners sold out of Synovus (SNV) in Q2 2017, closing a stake of 2,193 shares — an estimated $88.4K sold.

WealthPLAN Partners first reported a position in SNV in Q2 2016 and held it in 3 quarters. The position peaked at $88.4K in Q1 2017. 293 funds tracked by Wall St. Rank hold SNV as of Q2 2017.

  • WealthPLAN Partners reported no remaining Synovus position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 2,193 Synovus shares in Q2 2017, an estimated $88.4K.
  • WealthPLAN Partners first reported a position in Synovus in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Synovus position peaked at $88.4K in Q1 2017.
  • 293 funds tracked by Wall St. Rank held Synovus as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.