AmeriServ Wealth Advisors’s Sysco SYY Stock Holding History

AmeriServ Wealth Advisors’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
2014 Q1	–	Sell	-5,600	Closed	-$202K	–	169
2013 Q4	$202K	Buy	+5,600	New	+$189K	0.12%	169

Other funds holding SYY

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AmeriServ Wealth Advisors's SYY Position: Q1 2014 in Review

AmeriServ Wealth Advisors sold out of Sysco (SYY) in Q1 2014, closing a stake of 5,600 shares — an estimated $202K sold.

AmeriServ Wealth Advisors first reported a position in SYY in Q4 2013 and held it in 1 quarter. The position peaked at $202K in Q4 2013. 885 funds tracked by Wall St. Rank hold SYY as of Q1 2014.

AmeriServ Wealth Advisors reported no remaining Sysco position as of Q1 2014 after selling out during the quarter.
AmeriServ Wealth Advisors sold 5,600 Sysco shares in Q1 2014, an estimated $202K.
AmeriServ Wealth Advisors first reported a position in Sysco in Q4 2013 and held it in 1 quarter.
AmeriServ Wealth Advisors's Sysco position peaked at $202K in Q4 2013.
885 funds tracked by Wall St. Rank held Sysco as of Q1 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.