Concert Wealth Management’s Sysco SYY Stock Holding History

Concert Wealth Management’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	-4,850	Closed	-$269K	–	411
2017 Q1	$269K	Sell	4,850 -444	-8%	-$23.5K	0.06%	375
2016 Q4	$294K	Sell	5,294 -2,070	-28%	-$108K	0.07%	359
2016 Q3	$361K	Buy	7,364 +123	+2%	+$6.32K	0.04%	445
2016 Q2	$367K	Buy	+7,241	New	+$350K	0.05%	409

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

Concert Wealth Management's SYY Position: Q2 2017 in Review

Concert Wealth Management sold out of Sysco (SYY) in Q2 2017, closing a stake of 4,850 shares — an estimated $269K sold.

Concert Wealth Management first reported a position in SYY in Q2 2016 and held it in 4 quarters. The position peaked at $367K in Q2 2016. 1,023 funds tracked by Wall St. Rank hold SYY as of Q2 2017.

Concert Wealth Management reported no remaining Sysco position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 4,850 Sysco shares in Q2 2017, an estimated $269K.
Concert Wealth Management first reported a position in Sysco in Q2 2016 and held it in 4 quarters.
Concert Wealth Management's Sysco position peaked at $367K in Q2 2016.
1,023 funds tracked by Wall St. Rank held Sysco as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.