ERTS Wealth Advisors’s Sysco SYY Stock Holding History

ERTS 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
2019 Q1	–	Sell	-1,150	Closed	-$72K	–	275
2018 Q4	$72K	Buy	+1,150	New	+$77.5K	0.05%	140

Other funds holding SYY

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ERTS Wealth Advisors's SYY Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Sysco (SYY) in Q1 2019, closing a stake of 1,150 shares — an estimated $72K sold.

ERTS Wealth Advisors first reported a position in SYY in Q4 2018 and held it in 1 quarter. The position peaked at $72K in Q4 2018. 1,224 funds tracked by Wall St. Rank hold SYY as of Q1 2019.

ERTS Wealth Advisors reported no remaining Sysco position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 1,150 Sysco shares in Q1 2019, an estimated $72K.
ERTS Wealth Advisors first reported a position in Sysco in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's Sysco position peaked at $72K in Q4 2018.
1,224 funds tracked by Wall St. Rank held Sysco as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.