KMS Financial Services’s Sysco SYY Stock Holding History

KMS Financial 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
2014 Q3	$770K	Buy	20,289 +1,939	+11%	+$72.4K	0.11%	186
2014 Q2	$688K	Sell	18,350 -2,784	-13%	-$102K	0.1%	208
2014 Q1	$763K	Buy	21,134 +3,794	+22%	+$136K	0.12%	190
2013 Q4	$626K	Buy	+17,340	New	+$586K	0.11%	214

Other funds holding SYY

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BFA

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

KMS Financial Services's SYY Position: Q3 2014 in Review

KMS Financial Services increased its Sysco (SYY) stake by 11% in Q3 2014, buying an estimated $72.4K and bringing the position to 20,289 shares worth $770K. The position accounts for 0.11% of the portfolio, ranked #186.

KMS Financial Services first reported a position in SYY in Q4 2013 and has held it in 4 quarters since. 880 funds tracked by Wall St. Rank hold SYY as of Q3 2014.

KMS Financial Services held 20,289 shares of Sysco worth $770K as of Q3 2014.
KMS Financial Services bought 1,939 Sysco shares in Q3 2014, an estimated $72.4K.
Sysco made up 0.11% of KMS Financial Services's portfolio in Q3 2014, its #186 holding.
KMS Financial Services first reported a position in Sysco in Q4 2013 and has held it in 4 quarters since.
880 funds tracked by Wall St. Rank held Sysco as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.