Crestwood Advisors Group’s Sysco SYY Stock Holding History

Crestwood Advisors Group’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	-1,050	Closed	-$56K	–	389
2017 Q1	$56K	Buy	+1,050	New	+$55.6K	﹤0.01%	244

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

Crestwood Advisors Group's SYY Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Sysco (SYY) in Q2 2017, closing a stake of 1,050 shares — an estimated $56K sold.

Crestwood Advisors Group first reported a position in SYY in Q1 2017 and held it in 1 quarter. The position peaked at $56K in Q1 2017. 1,023 funds tracked by Wall St. Rank hold SYY as of Q2 2017.

Crestwood Advisors Group reported no remaining Sysco position as of Q2 2017 after selling out during the quarter.
Crestwood Advisors Group sold 1,050 Sysco shares in Q2 2017, an estimated $56K.
Crestwood Advisors Group first reported a position in Sysco in Q1 2017 and held it in 1 quarter.
Crestwood Advisors Group's Sysco position peaked at $56K in Q1 2017.
1,023 funds tracked by Wall St. Rank held Sysco as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.