Annex Advisory Services’s Sysco SYY Stock Holding History

Annex Advisory 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 Q2	–	Sell	-22,786	Closed	-$1.18M	–	130
2017 Q1	$1.18M	Buy	22,786 +3,269	+17%	+$173K	0.29%	26
2016 Q4	$1.08M	Buy	19,517 +6,792	+53%	+$353K	0.26%	29
2016 Q3	$624K	Buy	12,725 +193	+2%	+$9.91K	0.16%	58
2016 Q2	$636K	Buy	+12,532	New	+$606K	0.17%	56

Other funds holding SYY

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

YAM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Annex Advisory Services's SYY Position: Q2 2017 in Review

Annex Advisory Services sold out of Sysco (SYY) in Q2 2017, closing a stake of 22,786 shares — an estimated $1.18M sold.

Annex Advisory Services first reported a position in SYY in Q2 2016 and held it in 4 quarters. The position peaked at $1.18M in Q1 2017. 1,023 funds tracked by Wall St. Rank hold SYY as of Q2 2017.

Annex Advisory Services reported no remaining Sysco position as of Q2 2017 after selling out during the quarter.
Annex Advisory Services sold 22,786 Sysco shares in Q2 2017, an estimated $1.18M.
Annex Advisory Services first reported a position in Sysco in Q2 2016 and held it in 4 quarters.
Annex Advisory Services's Sysco position peaked at $1.18M in Q1 2017.
1,023 funds tracked by Wall St. Rank held Sysco as of Q2 2017.

Based on Annex Advisory Services's 13F filing for Q2 2017, filed 4 Aug 2017.