Investors Capital Advisory Services’s Sysco SYY Stock Holding History

Investors Capital Advisory Services’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 Q2	$678K	Sell	13,390 -210	-2%	-$10.2K	0.13%	213
2016 Q1	$635K	Buy	13,600 +1,103	+9%	+$47.6K	0.13%	221
2015 Q4	$512K	Buy	12,497 +868	+7%	+$35.6K	0.1%	279
2015 Q3	$452K	Sell	11,629 -9,789	-46%	-$374K	0.09%	311
2015 Q2	$771K	Buy	21,418 +849	+4%	+$31.8K	0.14%	210
2015 Q1	$775K	Buy	20,569 +850	+4%	+$33.5K	0.14%	214
2014 Q4	$781K	Buy	19,719 +311	+2%	+$12.1K	0.15%	194
2014 Q3	$735K	Sell	19,408 -8,638	-31%	-$322K	0.14%	205
2014 Q2	$1.05M	Buy	28,046 +9,977	+55%	+$366K	0.17%	186
2014 Q1	$652K	Buy	18,069 +1,986	+12%	+$71.3K	0.14%	220
2013 Q4	$580K	Buy	16,083 +3,381	+27%	+$114K	0.14%	225
2013 Q3	$403K	Buy	12,702 +2,220	+21%	+$74.5K	0.1%	287
2013 Q2	$357K	Buy	+10,482	New	+$361K	0.11%	271

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Investors Capital Advisory Services's SYY Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Sysco (SYY) stake by 1.5% in Q2 2016, selling an estimated $10.2K and leaving 13,390 shares worth $678K. The position accounts for 0.13% of the portfolio, ranked #213.

Investors Capital Advisory Services first reported a position in SYY in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.05M in Q2 2014. 996 funds tracked by Wall St. Rank hold SYY as of Q2 2016.

Investors Capital Advisory Services held 13,390 shares of Sysco worth $678K as of Q2 2016.
Investors Capital Advisory Services sold 210 Sysco shares in Q2 2016, an estimated $10.2K.
Sysco made up 0.13% of Investors Capital Advisory Services's portfolio in Q2 2016, its #213 holding.
Investors Capital Advisory Services first reported a position in Sysco in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Sysco position peaked at $1.05M in Q2 2014.
996 funds tracked by Wall St. Rank held Sysco as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.