Apriem Advisors’s Sysco SYY Stock Holding History

Apriem 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
2017 Q2	–	Sell	-24	Closed	-$1K	–	492
2017 Q1	$1K	Hold	24	–	–	﹤0.01%	644
2016 Q4	$1K	Buy	+24	New	+$1.25K	﹤0.01%	680
2016 Q3	–	Sell	-125	Closed	-$6K	–	645
2016 Q2	$6K	Buy	+125	New	+$6.05K	﹤0.01%	452
2015 Q1	–	Sell	-180	Closed	-$7K	–	584
2014 Q4	$7K	Hold	180	–	–	﹤0.01%	409
2014 Q3	$7K	Sell	180 -8,000	-98%	-$299K	﹤0.01%	417
2014 Q2	$306K	Hold	8,180	–	–	0.12%	95
2014 Q1	$296K	Buy	8,180 +180	+2%	+$6.46K	0.11%	96
2013 Q4	$289K	Hold	8,000	–	–	0.11%	91
2013 Q3	$255K	Hold	8,000	–	–	0.11%	92
2013 Q2	$273K	Buy	+8,000	New	+$275K	0.13%	87

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

Apriem Advisors's SYY Position: Q2 2017 in Review

Apriem Advisors sold out of Sysco (SYY) in Q2 2017, closing a stake of 24 shares — an estimated $1K sold.

Apriem Advisors first reported a position in SYY in Q2 2013 and held it in 10 quarters. The position peaked at $306K in Q2 2014. 1,023 funds tracked by Wall St. Rank hold SYY as of Q2 2017.

Apriem Advisors reported no remaining Sysco position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 24 Sysco shares in Q2 2017, an estimated $1K.
Apriem Advisors first reported a position in Sysco in Q2 2013 and held it in 10 quarters.
Apriem Advisors's Sysco position peaked at $306K in Q2 2014.
1,023 funds tracked by Wall St. Rank held Sysco as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.