Private Ocean’s Sysco SYY Stock Holding History

Private Ocean’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 Q1	–	Sell	-600	Closed	-$24K	–	192
2014 Q4	$24K	Buy	+600	New	+$23.3K	0.02%	108

Other funds holding SYY

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Ocean's SYY Position: Q1 2015 in Review

Private Ocean sold out of Sysco (SYY) in Q1 2015, closing a stake of 600 shares — an estimated $24K sold.

Private Ocean first reported a position in SYY in Q4 2014 and held it in 1 quarter. The position peaked at $24K in Q4 2014. 936 funds tracked by Wall St. Rank hold SYY as of Q1 2015.

Private Ocean reported no remaining Sysco position as of Q1 2015 after selling out during the quarter.
Private Ocean sold 600 Sysco shares in Q1 2015, an estimated $24K.
Private Ocean first reported a position in Sysco in Q4 2014 and held it in 1 quarter.
Private Ocean's Sysco position peaked at $24K in Q4 2014.
936 funds tracked by Wall St. Rank held Sysco as of Q1 2015.

Based on Private Ocean's 13F filing for Q1 2015, filed 24 Apr 2015.