CWP
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Capital Wealth Planning’s Sysco SYY Stock Holding History

Capital Wealth Planning’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
2016
Q2 		– Sell
-10,665
Closed -$498K – 100
2016
Q1 		$498K Buy
+10,665
New +$460K 0.36% 45
2013
Q4 		– Sell
-137,890
Closed -$4.39M – 132
2013
Q3 		$4.39M Hold
137,890
– – 1.98% 14
2013
Q2 		$4.71M Buy
+137,890
New +$4.75M 3.7% 8

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Capital Wealth Planning's SYY Position: Q2 2016 in Review

Capital Wealth Planning sold out of Sysco (SYY) in Q2 2016, closing a stake of 10,665 shares — an estimated $498K sold.

Capital Wealth Planning first reported a position in SYY in Q2 2013 and held it in 3 quarters. The position peaked at $4.71M in Q2 2013. 996 funds tracked by Wall St. Rank hold SYY as of Q2 2016.

  • Capital Wealth Planning reported no remaining Sysco position as of Q2 2016 after selling out during the quarter.
  • Capital Wealth Planning sold 10,665 Sysco shares in Q2 2016, an estimated $498K.
  • Capital Wealth Planning first reported a position in Sysco in Q2 2013 and held it in 3 quarters.
  • Capital Wealth Planning's Sysco position peaked at $4.71M in Q2 2013.
  • 996 funds tracked by Wall St. Rank held Sysco as of Q2 2016.

Based on Capital Wealth Planning's 13F filing for Q2 2016, filed 12 Aug 2016.