Clear Perspective Advisors’s Sysco SYY Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-273	Closed	-$19K	–	397
2018 Q2	$19K	Hold	273	–	–	0.01%	319
2018 Q1	$16K	Hold	273	–	–	0.01%	324
2017 Q4	$17K	Hold	273	–	–	0.01%	303
2017 Q3	$15K	Buy	273 +225	+469%	+$11.7K	0.01%	313
2017 Q2	$2K	Hold	48	–	–	﹤0.01%	441
2017 Q1	$2K	Sell	48 -200	-81%	-$10.6K	﹤0.01%	390
2016 Q4	$14K	Buy	+248	New	+$12.9K	0.01%	294

Other funds holding SYY

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Clear Perspective Advisors's SYY Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Sysco (SYY) in Q3 2018, closing a stake of 273 shares — an estimated $19K sold.

Clear Perspective Advisors first reported a position in SYY in Q4 2016 and held it in 7 quarters. The position peaked at $19K in Q2 2018. 1,182 funds tracked by Wall St. Rank hold SYY as of Q3 2018.

Clear Perspective Advisors reported no remaining Sysco position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 273 Sysco shares in Q3 2018, an estimated $19K.
Clear Perspective Advisors first reported a position in Sysco in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Sysco position peaked at $19K in Q2 2018.
1,182 funds tracked by Wall St. Rank held Sysco as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.