Partnervest Advisory Services’s Sysco SYY Stock Holding History

Partnervest Advisory 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
2014 Q3	–	Sell	-102	Closed	-$4K	–	716
2014 Q2	$4K	Hold	102	–	–	﹤0.01%	891
2014 Q1	$4K	Hold	102	–	–	﹤0.01%	859
2013 Q4	$4K	Buy	+102	New	+$3.45K	﹤0.01%	831
2013 Q3	–	Sell	-300	Closed	-$10K	–	1051
2013 Q2	$10K	Buy	+300	New	+$10.3K	﹤0.01%	607

Other funds holding SYY

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

BIT

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BFA

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

Partnervest Advisory Services's SYY Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Sysco (SYY) in Q3 2014, closing a stake of 102 shares — an estimated $4K sold.

Partnervest Advisory Services first reported a position in SYY in Q2 2013 and held it in 4 quarters. The position peaked at $10K in Q2 2013. 880 funds tracked by Wall St. Rank hold SYY as of Q3 2014.

Partnervest Advisory Services reported no remaining Sysco position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 102 Sysco shares in Q3 2014, an estimated $4K.
Partnervest Advisory Services first reported a position in Sysco in Q2 2013 and held it in 4 quarters.
Partnervest Advisory Services's Sysco position peaked at $10K in Q2 2013.
880 funds tracked by Wall St. Rank held Sysco as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.