Hefty Wealth Partners’s Sysco SYY Stock Holding History

Hefty Wealth Partners’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
2018 Q1	–	Sell	-292	Closed	-$18K	–	273
2017 Q4	$18K	Hold	292	–	–	0.01%	171
2017 Q3	$16K	Hold	292	–	–	0.01%	166
2017 Q2	$14K	Hold	292	–	–	0.01%	155
2017 Q1	$15K	Hold	292	–	–	0.01%	159
2016 Q4	$16K	Sell	292 -292	-50%	-$15.2K	0.01%	149
2016 Q3	$28K	Buy	+584	New	+$30K	0.02%	148

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

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

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

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

Hefty Wealth Partners's SYY Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Sysco (SYY) in Q1 2018, closing a stake of 292 shares — an estimated $18K sold.

Hefty Wealth Partners first reported a position in SYY in Q3 2016 and held it in 6 quarters. The position peaked at $28K in Q3 2016. 1,110 funds tracked by Wall St. Rank hold SYY as of Q1 2018.

Hefty Wealth Partners reported no remaining Sysco position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 292 Sysco shares in Q1 2018, an estimated $18K.
Hefty Wealth Partners first reported a position in Sysco in Q3 2016 and held it in 6 quarters.
Hefty Wealth Partners's Sysco position peaked at $28K in Q3 2016.
1,110 funds tracked by Wall St. Rank held Sysco as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.