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Genesis Wealth Advisors’s Sysco SYY Stock Holding History

Genesis 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
2015
Q2 		$1.08K Hold
30
– – ﹤0.01% 474
2015
Q1 		$1.13K Hold
30
– – ﹤0.01% 427
2014
Q4 		$1.18K Buy
+30
New +$1.16K ﹤0.01% 457

Other funds holding SYY

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Genesis Wealth Advisors's SYY Position: Q2 2015 in Review

Genesis Wealth Advisors held its Sysco (SYY) position steady in Q2 2015 at 30 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Genesis Wealth Advisors first reported a position in SYY in Q4 2014 and has held it in 3 quarters since. The position peaked at $1.18K in Q4 2014. 919 funds tracked by Wall St. Rank hold SYY as of Q2 2015.

  • Genesis Wealth Advisors held 30 shares of Sysco worth $1.08K as of Q2 2015.
  • Genesis Wealth Advisors left its Sysco share count unchanged in Q2 2015.
  • Sysco made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #474 holding.
  • Genesis Wealth Advisors first reported a position in Sysco in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Sysco position peaked at $1.18K in Q4 2014.
  • 919 funds tracked by Wall St. Rank held Sysco as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.