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Advocacy Wealth Management Services’s Sysco SYY Stock Holding History

Advocacy Wealth Management Services’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-200
Closed -$10K – 251
2017
Q3 		$10K Buy
200
+100
+100% +$5.2K ﹤0.01% 197
2017
Q2 		$5K Hold
100
– – ﹤0.01% 236
2017
Q1 		$5K Hold
100
– – ﹤0.01% 260
2016
Q4 		$6K Hold
100
– – ﹤0.01% 244
2016
Q3 		$5K Hold
100
– – ﹤0.01% 328
2016
Q2 		$5K Sell
100
-100
-50% -$4.84K ﹤0.01% 351
2016
Q1 		$9K Sell
200
-525
-72% -$22.7K 0.01% 367
2015
Q4 		$30K Buy
+725
New +$29.7K 0.03% 221
2013
Q3 		$68K Buy
2,041
+1,644
+414% +$55.2K 0.19% 93
2013
Q2 		$14K Buy
+397
New +$13.7K 0.06% 166

Other funds holding SYY

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Advocacy Wealth Management Services's SYY Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of Sysco (SYY) in Q4 2017, closing a stake of 200 shares — an estimated $10K sold.

Advocacy Wealth Management Services first reported a position in SYY in Q2 2013 and held it in 10 quarters. The position peaked at $68K in Q3 2013. 1,114 funds tracked by Wall St. Rank hold SYY as of Q4 2017.

  • Advocacy Wealth Management Services reported no remaining Sysco position as of Q4 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 200 Sysco shares in Q4 2017, an estimated $10K.
  • Advocacy Wealth Management Services first reported a position in Sysco in Q2 2013 and held it in 10 quarters.
  • Advocacy Wealth Management Services's Sysco position peaked at $68K in Q3 2013.
  • 1,114 funds tracked by Wall St. Rank held Sysco as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.