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Wealthstreet Investment Advisors’s Sysco SYY Stock Holding History

Wealthstreet Investment 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
2018
Q1 		– Sell
-8,235
Closed -$500K – 347
2017
Q4 		$500K Buy
+8,235
New +$467K 0.06% 233

Other funds holding SYY

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthstreet Investment Advisors's SYY Position: Q1 2018 in Review

Wealthstreet Investment Advisors sold out of Sysco (SYY) in Q1 2018, closing a stake of 8,235 shares — an estimated $500K sold.

Wealthstreet Investment Advisors first reported a position in SYY in Q4 2017 and held it in 1 quarter. The position peaked at $500K in Q4 2017. 1,112 funds tracked by Wall St. Rank hold SYY as of Q1 2018.

  • Wealthstreet Investment Advisors reported no remaining Sysco position as of Q1 2018 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 8,235 Sysco shares in Q1 2018, an estimated $500K.
  • Wealthstreet Investment Advisors first reported a position in Sysco in Q4 2017 and held it in 1 quarter.
  • Wealthstreet Investment Advisors's Sysco position peaked at $500K in Q4 2017.
  • 1,112 funds tracked by Wall St. Rank held Sysco as of Q1 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2018, filed 1 May 2018.