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MSI Financial Services’s Sysco SYY Stock Holding History

MSI 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
2016
Q4 		$691K Sell
12,484
-7,269
-37% -$378K 0.02% 578
2016
Q3 		$968K Sell
19,753
-592
-3% -$30.4K 0.03% 436
2016
Q2 		$1.03M Sell
20,345
-8,234
-29% -$398K 0.04% 406
2016
Q1 		$1.33M Buy
28,579
+3,644
+15% +$157K 0.06% 305
2015
Q4 		$1.02M Buy
24,935
+8,693
+54% +$356K 0.05% 355
2015
Q3 		$633K Buy
16,242
+1,116
+7% +$42.6K 0.05% 348
2015
Q2 		$546K Sell
15,126
-429
-3% -$16K 0.04% 431
2015
Q1 		$587K Buy
15,555
+1,903
+14% +$75K 0.04% 437
2014
Q4 		$542K Sell
13,652
-306
-2% -$11.9K 0.06% 345
2014
Q3 		$530K Sell
13,958
-1,571
-10% -$58.6K 0.06% 329
2014
Q2 		$582K Buy
15,529
+465
+3% +$17.1K 0.08% 298
2014
Q1 		$544K Sell
15,064
-441
-3% -$15.8K 0.08% 283
2013
Q4 		$560K Buy
15,505
+1,719
+12% +$58.1K 0.09% 261
2013
Q3 		$439K Buy
13,786
+1,993
+17% +$66.9K 0.08% 281
2013
Q2 		$403K Buy
+11,793
New +$406K 0.08% 268

Other funds holding SYY

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

MSI Financial Services's SYY Position: Q4 2016 in Review

MSI Financial Services reduced its Sysco (SYY) stake by 37% in Q4 2016, selling an estimated $378K and leaving 12,484 shares worth $691K. The position accounts for 0.02% of the portfolio, ranked #578.

MSI Financial Services first reported a position in SYY in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.33M in Q1 2016. 1,054 funds tracked by Wall St. Rank hold SYY as of Q4 2016.

  • MSI Financial Services held 12,484 shares of Sysco worth $691K as of Q4 2016.
  • MSI Financial Services sold 7,269 Sysco shares in Q4 2016, an estimated $378K.
  • Sysco made up 0.02% of MSI Financial Services's portfolio in Q4 2016, its #578 holding.
  • MSI Financial Services first reported a position in Sysco in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's Sysco position peaked at $1.33M in Q1 2016.
  • 1,054 funds tracked by Wall St. Rank held Sysco as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.