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GW Henssler & Associates’s Sysco SYY Stock Holding History

GW Henssler & Associates’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
Q4 		– Sell
-4,816
Closed -$236K – 153
2016
Q3 		$236K Buy
4,816
+300
+7% +$15.4K 0.03% 131
2016
Q2 		$229K Hold
4,516
– – 0.03% 131
2016
Q1 		$211K Buy
+4,516
New +$195K 0.02% 140

Other funds holding SYY

TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

GW Henssler & Associates's SYY Position: Q4 2016 in Review

GW Henssler & Associates sold out of Sysco (SYY) in Q4 2016, closing a stake of 4,816 shares — an estimated $236K sold.

GW Henssler & Associates first reported a position in SYY in Q1 2016 and held it in 3 quarters. The position peaked at $236K in Q3 2016. 1,054 funds tracked by Wall St. Rank hold SYY as of Q4 2016.

  • GW Henssler & Associates reported no remaining Sysco position as of Q4 2016 after selling out during the quarter.
  • GW Henssler & Associates sold 4,816 Sysco shares in Q4 2016, an estimated $236K.
  • GW Henssler & Associates first reported a position in Sysco in Q1 2016 and held it in 3 quarters.
  • GW Henssler & Associates's Sysco position peaked at $236K in Q3 2016.
  • 1,054 funds tracked by Wall St. Rank held Sysco as of Q4 2016.

Based on GW Henssler & Associates's 13F filing for Q4 2016, filed 17 Jan 2017.