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US Financial Advisors’s Sysco SYY Stock Holding History

US 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
2016
Q2 		– Sell
-63
Closed -$3K – 357
2016
Q1 		$3K Hold
63
– – 0.01% 301
2015
Q4 		$3K Hold
63
– – ﹤0.01% 436
2015
Q3 		$2K Hold
63
– – ﹤0.01% 417
2015
Q2 		$2K Buy
+63
New +$2.36K ﹤0.01% 398

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

US Financial Advisors's SYY Position: Q2 2016 in Review

US Financial Advisors sold out of Sysco (SYY) in Q2 2016, closing a stake of 63 shares — an estimated $3K sold.

US Financial Advisors first reported a position in SYY in Q2 2015 and held it in 4 quarters. The position peaked at $3K in Q1 2016. 996 funds tracked by Wall St. Rank hold SYY as of Q2 2016.

  • US Financial Advisors reported no remaining Sysco position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 63 Sysco shares in Q2 2016, an estimated $3K.
  • US Financial Advisors first reported a position in Sysco in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Sysco position peaked at $3K in Q1 2016.
  • 996 funds tracked by Wall St. Rank held Sysco as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.