RWA Wealth Partners’s Sysco SYY Stock Holding History

RWA Wealth Partners’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
2018 Q3	–	Sell	-262	Closed	-$18K	–	641
2018 Q2	$18K	Buy	262 +56	+27%	+$3.58K	﹤0.01%	549
2018 Q1	$12K	Buy	+206	New	+$12.5K	﹤0.01%	443

Other funds holding SYY

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

TFM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

RWA Wealth Partners's SYY Position: Q3 2018 in Review

RWA Wealth Partners sold out of Sysco (SYY) in Q3 2018, closing a stake of 262 shares — an estimated $18K sold.

RWA Wealth Partners first reported a position in SYY in Q1 2018 and held it in 2 quarters. The position peaked at $18K in Q2 2018. 1,182 funds tracked by Wall St. Rank hold SYY as of Q3 2018.

RWA Wealth Partners reported no remaining Sysco position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 262 Sysco shares in Q3 2018, an estimated $18K.
RWA Wealth Partners first reported a position in Sysco in Q1 2018 and held it in 2 quarters.
RWA Wealth Partners's Sysco position peaked at $18K in Q2 2018.
1,182 funds tracked by Wall St. Rank held Sysco as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.