Integrated Wealth Management (Palm Desert)’s Sysco SYY Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$370K	Buy	7,133 +1	+0%	+$53	0.12%	163
2016 Q4	$395K	Hold	7,132	–	–	0.15%	154
2016 Q3	$350K	Buy	7,132 +500	+8%	+$25.7K	0.13%	151
2016 Q2	$337K	Hold	6,632	–	–	0.13%	150
2016 Q1	$310K	Hold	6,632	–	–	0.13%	137
2015 Q4	$272K	Hold	6,632	–	–	0.12%	139
2015 Q3	$258K	Hold	6,632	–	–	0.11%	146
2015 Q2	$239K	Sell	6,632 -443	-6%	-$16.6K	0.09%	167
2015 Q1	$266K	Buy	+7,075	New	+$279K	0.11%	145

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SYY Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Sysco (SYY) stake by 0.01% in Q1 2017, buying an estimated $53 and bringing the position to 7,133 shares worth $370K. The position accounts for 0.12% of the portfolio, ranked #163.

Integrated Wealth Management (Palm Desert) first reported a position in SYY in Q1 2015 and has held it in 9 quarters since. The position peaked at $395K in Q4 2016. 1,027 funds tracked by Wall St. Rank hold SYY as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 7,133 shares of Sysco worth $370K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 1 Sysco share in Q1 2017, an estimated $53.
Sysco made up 0.12% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #163 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Sysco in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s Sysco position peaked at $395K in Q4 2016.
1,027 funds tracked by Wall St. Rank held Sysco as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.