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Cornerstone Financial Partners’s Sysco SYY Stock Holding History

Cornerstone Financial Partners’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
Q3 		– Sell
-47,763
Closed -$2.42M – 170
2016
Q2 		$2.42M Buy
47,763
+10,955
+30% +$530K 0.86% 32
2016
Q1 		$1.72M Buy
36,808
+20,486
+126% +$884K 0.67% 41
2015
Q4 		$665K Buy
+16,322
New +$669K 0.25% 98

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 $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cornerstone Financial Partners's SYY Position: Q3 2016 in Review

Cornerstone Financial Partners sold out of Sysco (SYY) in Q3 2016, closing a stake of 47,763 shares — an estimated $2.42M sold.

Cornerstone Financial Partners first reported a position in SYY in Q4 2015 and held it in 3 quarters. The position peaked at $2.42M in Q2 2016. 996 funds tracked by Wall St. Rank hold SYY as of Q3 2016.

  • Cornerstone Financial Partners reported no remaining Sysco position as of Q3 2016 after selling out during the quarter.
  • Cornerstone Financial Partners sold 47,763 Sysco shares in Q3 2016, an estimated $2.42M.
  • Cornerstone Financial Partners first reported a position in Sysco in Q4 2015 and held it in 3 quarters.
  • Cornerstone Financial Partners's Sysco position peaked at $2.42M in Q2 2016.
  • 996 funds tracked by Wall St. Rank held Sysco as of Q3 2016.

Based on Cornerstone Financial Partners's 13F filing for Q3 2016, filed 31 Oct 2016.