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Paradigm Financial Advisors’s Sysco SYY Stock Holding History

Paradigm Financial Advisors’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
Q2 		– Sell
-225
Closed -$8K – 205
2014
Q1 		$8K Buy
+225
New +$8.08K 0.01% 209

Other funds holding SYY

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Paradigm Financial Advisors's SYY Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Sysco (SYY) in Q2 2014, closing a stake of 225 shares — an estimated $8K sold.

Paradigm Financial Advisors first reported a position in SYY in Q1 2014 and held it in 1 quarter. The position peaked at $8K in Q1 2014. 875 funds tracked by Wall St. Rank hold SYY as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Sysco position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 225 Sysco shares in Q2 2014, an estimated $8K.
  • Paradigm Financial Advisors first reported a position in Sysco in Q1 2014 and held it in 1 quarter.
  • Paradigm Financial Advisors's Sysco position peaked at $8K in Q1 2014.
  • 875 funds tracked by Wall St. Rank held Sysco as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.