Cypress Wealth Advisors’s Sysco SYY Stock Holding History

Cypress Wealth 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 Q2	–	Sell	-5,679	Closed	-$295K	–	167
2017 Q1	$295K	Sell	5,679 -93	-2%	-$4.93K	0.13%	151
2016 Q4	$320K	Sell	5,772 -268	-4%	-$13.9K	0.15%	125
2016 Q3	$296K	Buy	6,040 +413	+7%	+$21.2K	0.13%	138
2016 Q2	$286K	Hold	5,627	–	–	0.14%	137
2016 Q1	$263K	Buy	5,627 +199	+4%	+$8.59K	0.12%	149
2015 Q4	$223K	Hold	5,428	–	–	0.11%	159
2015 Q3	$212K	Buy	+5,428	New	+$207K	0.11%	165

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

Cypress Wealth Advisors's SYY Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Sysco (SYY) in Q2 2017, closing a stake of 5,679 shares — an estimated $295K sold.

Cypress Wealth Advisors first reported a position in SYY in Q3 2015 and held it in 7 quarters. The position peaked at $320K in Q4 2016. 1,023 funds tracked by Wall St. Rank hold SYY as of Q2 2017.

Cypress Wealth Advisors reported no remaining Sysco position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 5,679 Sysco shares in Q2 2017, an estimated $295K.
Cypress Wealth Advisors first reported a position in Sysco in Q3 2015 and held it in 7 quarters.
Cypress Wealth Advisors's Sysco position peaked at $320K in Q4 2016.
1,023 funds tracked by Wall St. Rank held Sysco as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.