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Integrated Wealth Counsel’s Sysco SYY Stock Holding History

Integrated Wealth Counsel’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
2013
Q4 		– Sell
-1,000
Closed -$31.8K – 205
2013
Q3 		$31.8K Hold
1,000
– – 0.02% 122
2013
Q2 		$34K Buy
+1,000
New +$34.4K 0.02% 120

Other funds holding SYY

State Street
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Wealth Counsel's SYY Position: Q4 2013 in Review

Integrated Wealth Counsel sold out of Sysco (SYY) in Q4 2013, closing a stake of 1,000 shares — an estimated $31.8K sold.

Integrated Wealth Counsel first reported a position in SYY in Q2 2013 and held it in 2 quarters. The position peaked at $34K in Q2 2013. 895 funds tracked by Wall St. Rank hold SYY as of Q4 2013.

  • Integrated Wealth Counsel reported no remaining Sysco position as of Q4 2013 after selling out during the quarter.
  • Integrated Wealth Counsel sold 1,000 Sysco shares in Q4 2013, an estimated $31.8K.
  • Integrated Wealth Counsel first reported a position in Sysco in Q2 2013 and held it in 2 quarters.
  • Integrated Wealth Counsel's Sysco position peaked at $34K in Q2 2013.
  • 895 funds tracked by Wall St. Rank held Sysco as of Q4 2013.

Based on Integrated Wealth Counsel's 13F filing for Q4 2013, filed 11 Feb 2014.