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WealthPLAN Partners’s Synchrony SYF Stock Holding History

WealthPLAN Partners’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
2017
Q2 		– Sell
-37
Closed -$1.23K – 393
2017
Q1 		$1.23K Buy
+37
New +$1.33K ﹤0.01% 420
2016
Q3 		$47K Sell
1,720
-2,015
-54% -$55.4K 0.02% 348
2016
Q2 		$47.8K Buy
+3,735
New +$109K 0.01% 951
2015
Q4 		$5.9K Buy
+194
New +$6.08K ﹤0.01% 1302

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

WealthPLAN Partners's SYF Position: Q2 2017 in Review

WealthPLAN Partners sold out of Synchrony (SYF) in Q2 2017, closing a stake of 37 shares — an estimated $1.23K sold.

WealthPLAN Partners first reported a position in SYF in Q4 2015 and held it in 4 quarters. The position peaked at $47.8K in Q2 2016. 584 funds tracked by Wall St. Rank hold SYF as of Q2 2017.

  • WealthPLAN Partners reported no remaining Synchrony position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 37 Synchrony shares in Q2 2017, an estimated $1.23K.
  • WealthPLAN Partners first reported a position in Synchrony in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Synchrony position peaked at $47.8K in Q2 2016.
  • 584 funds tracked by Wall St. Rank held Synchrony as of Q2 2017.

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