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Merriman Wealth Management’s Sysco SYY Stock Holding History

Merriman Wealth Management’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
Q4 		– Sell
-2,895
Closed -$212K – 207
2018
Q3 		$212K Sell
2,895
-218
-7% -$15.7K 0.05% 164
2018
Q2 		$213K Buy
+3,113
New +$199K 0.05% 156

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Merriman Wealth Management's SYY Position: Q4 2018 in Review

Merriman Wealth Management sold out of Sysco (SYY) in Q4 2018, closing a stake of 2,895 shares — an estimated $212K sold.

Merriman Wealth Management first reported a position in SYY in Q2 2018 and held it in 2 quarters. The position peaked at $213K in Q2 2018. 1,204 funds tracked by Wall St. Rank hold SYY as of Q4 2018.

  • Merriman Wealth Management reported no remaining Sysco position as of Q4 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 2,895 Sysco shares in Q4 2018, an estimated $212K.
  • Merriman Wealth Management first reported a position in Sysco in Q2 2018 and held it in 2 quarters.
  • Merriman Wealth Management's Sysco position peaked at $213K in Q2 2018.
  • 1,204 funds tracked by Wall St. Rank held Sysco as of Q4 2018.

Based on Merriman Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.