CT Financial Advisors’s Sysco SYY Stock Holding History

CT Financial 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
2017 Q1	$603K	Sell	11,609 -958	-8%	-$50.8K	0.37%	72
2016 Q4	$696K	Sell	12,567 -185	-1%	-$9.61K	0.44%	57
2016 Q3	$625K	Sell	12,752 -522	-4%	-$26.8K	0.38%	68
2016 Q2	$674K	Buy	13,274 +4	+0%	+$194	0.41%	60
2016 Q1	$620K	Buy	13,270 +406	+3%	+$17.5K	0.35%	72
2015 Q4	$527K	Sell	12,864 -995	-7%	-$40.8K	0.3%	81
2015 Q3	$540K	Buy	13,859 +220	+2%	+$8.4K	0.34%	78
2015 Q2	$492K	Buy	13,639 +387	+3%	+$14.5K	0.28%	89
2015 Q1	$500K	Buy	13,252 +603	+5%	+$23.8K	0.28%	87
2014 Q4	$502K	Buy	+12,649	New	+$490K	0.38%	64
2014 Q1	$500K	Buy	+13,252	New	+$476K	0.28%	87

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

CT Financial Advisors's SYY Position: Q1 2017 in Review

CT Financial Advisors reduced its Sysco (SYY) stake by 7.6% in Q1 2017, selling an estimated $50.8K and leaving 11,609 shares worth $603K. The position accounts for 0.37% of the portfolio, ranked #72.

CT Financial Advisors first reported a position in SYY in Q1 2014 and has held it in 11 quarters since. The position peaked at $696K in Q4 2016. 1,027 funds tracked by Wall St. Rank hold SYY as of Q1 2017.

CT Financial Advisors held 11,609 shares of Sysco worth $603K as of Q1 2017.
CT Financial Advisors sold 958 Sysco shares in Q1 2017, an estimated $50.8K.
Sysco made up 0.37% of CT Financial Advisors's portfolio in Q1 2017, its #72 holding.
CT Financial Advisors first reported a position in Sysco in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Sysco position peaked at $696K in Q4 2016.
1,027 funds tracked by Wall St. Rank held Sysco as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.