Cobiz Wealth’s Sysco SYY Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-739	Closed	-$25K	–	321
2013 Q2	$25K	Buy	+739	New	+$25.4K	0.01%	219

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

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

BIT

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

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

Cobiz Wealth's SYY Position: Q3 2013 in Review

Cobiz Wealth sold out of Sysco (SYY) in Q3 2013, closing a stake of 739 shares — an estimated $25K sold.

Cobiz Wealth first reported a position in SYY in Q2 2013 and held it in 1 quarter. The position peaked at $25K in Q2 2013. 828 funds tracked by Wall St. Rank hold SYY as of Q3 2013.

Cobiz Wealth reported no remaining Sysco position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 739 Sysco shares in Q3 2013, an estimated $25K.
Cobiz Wealth first reported a position in Sysco in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Sysco position peaked at $25K in Q2 2013.
828 funds tracked by Wall St. Rank held Sysco as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.