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Nelson Capital Management’s Sysco SYY Stock Holding History

Nelson Capital 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
2017
Q3 		– Sell
-100
Closed -$4K – 275
2017
Q2 		$4K Buy
+100
New +$5.34K ﹤0.01% 245
2015
Q1 		– Sell
-117
Closed -$5K – 301
2014
Q4 		$5K Hold
117
– – ﹤0.01% 267
2014
Q3 		$4K Buy
+117
New +$4.37K ﹤0.01% 287

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nelson Capital Management's SYY Position: Q3 2017 in Review

Nelson Capital Management sold out of Sysco (SYY) in Q3 2017, closing a stake of 100 shares — an estimated $4K sold.

Nelson Capital Management first reported a position in SYY in Q3 2014 and held it in 3 quarters. The position peaked at $5K in Q4 2014. 998 funds tracked by Wall St. Rank hold SYY as of Q3 2017.

  • Nelson Capital Management reported no remaining Sysco position as of Q3 2017 after selling out during the quarter.
  • Nelson Capital Management sold 100 Sysco shares in Q3 2017, an estimated $4K.
  • Nelson Capital Management first reported a position in Sysco in Q3 2014 and held it in 3 quarters.
  • Nelson Capital Management's Sysco position peaked at $5K in Q4 2014.
  • 998 funds tracked by Wall St. Rank held Sysco as of Q3 2017.

Based on Nelson Capital Management's 13F filing for Q3 2017, filed 2 Nov 2017.