National Penn Investors Trust’s Sysco SYY Stock Holding History

National Penn Investors Trust’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
2015 Q2	–	Sell	-79,039	Closed	-$2.98M	–	228
2015 Q1	$2.98M	Buy	79,039 +357	+0.5%	+$14.1K	0.32%	71
2014 Q4	$3.12M	Sell	78,682 -871	-1%	-$33.8K	0.35%	64
2014 Q3	$3.02M	Buy	79,553 +749	+1%	+$28K	0.36%	62
2014 Q2	$2.95M	Buy	78,804 +827	+1%	+$30.4K	0.35%	60
2014 Q1	$2.82M	Sell	77,977 -7,838	-9%	-$281K	0.33%	63
2013 Q4	$3.1M	Buy	85,815 +915	+1%	+$30.9K	0.35%	64
2013 Q3	$2.7M	Sell	84,900 -371	-0.4%	-$12.4K	0.33%	67
2013 Q2	$2.91M	Buy	+85,271	New	+$2.94M	0.37%	59

Other funds holding SYY

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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

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

BIT

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

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

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

BFA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

National Penn Investors Trust's SYY Position: Q2 2015 in Review

National Penn Investors Trust sold out of Sysco (SYY) in Q2 2015, closing a stake of 79,039 shares — an estimated $2.98M sold.

National Penn Investors Trust first reported a position in SYY in Q2 2013 and held it in 8 quarters. The position peaked at $3.12M in Q4 2014. 921 funds tracked by Wall St. Rank hold SYY as of Q2 2015.

National Penn Investors Trust reported no remaining Sysco position as of Q2 2015 after selling out during the quarter.
National Penn Investors Trust sold 79,039 Sysco shares in Q2 2015, an estimated $2.98M.
National Penn Investors Trust first reported a position in Sysco in Q2 2013 and held it in 8 quarters.
National Penn Investors Trust's Sysco position peaked at $3.12M in Q4 2014.
921 funds tracked by Wall St. Rank held Sysco as of Q2 2015.

Based on National Penn Investors Trust's 13F filing for Q2 2015, filed 10 Aug 2015.