Elite Wealth Management’s Sysco SYY Stock Holding History

Elite 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
2016 Q3	$4K	Buy	+82	New	+$4.21K	0.01%	169
2014 Q4	–	Sell	-200	Closed	-$8K	–	401
2014 Q3	$8K	Hold	200	–	–	0.01%	302
2014 Q2	$7K	Sell	200 -1,323	-87%	-$48.6K	0.01%	269
2014 Q1	$55K	Sell	1,523 -1,904	-56%	-$68.4K	0.04%	119
2013 Q4	$124K	Sell	3,427 -22,371	-87%	-$756K	0.09%	95
2013 Q3	$821K	Buy	25,798 +25,598	+12,799%	+$859K	0.72%	34
2013 Q2	$7K	Buy	+200	New	+$6.89K	0.01%	230

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elite Wealth Management's SYY Position: Q3 2016 in Review

Elite Wealth Management opened a new position in Sysco (SYY) in Q3 2016: 82 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #169 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in SYY as recently as Q3 2014.

Elite Wealth Management first reported a position in SYY in Q2 2013 and has held it in 7 quarters since. The position peaked at $821K in Q3 2013. 995 funds tracked by Wall St. Rank hold SYY as of Q3 2016.

Elite Wealth Management held 82 shares of Sysco worth $4K as of Q3 2016.
Sysco was a new Elite Wealth Management position in Q3 2016.
Sysco made up 0.01% of Elite Wealth Management's portfolio in Q3 2016, its #169 holding.
Elite Wealth Management first reported a position in Sysco in Q2 2013 and has held it in 7 quarters since.
Elite Wealth Management's Sysco position peaked at $821K in Q3 2013.
995 funds tracked by Wall St. Rank held Sysco as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.