WealthTrust Fairport’s Sysco SYY Stock Holding History

WealthTrust Fairport’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	-40	Closed	-$1K	–	402
2014 Q2	$1K	Buy	+40	New	+$1.47K	﹤0.01%	339

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

WealthTrust Fairport's SYY Position: Q3 2014 in Review

WealthTrust Fairport sold out of Sysco (SYY) in Q3 2014, closing a stake of 40 shares — an estimated $1K sold.

WealthTrust Fairport first reported a position in SYY in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 881 funds tracked by Wall St. Rank hold SYY as of Q3 2014.

WealthTrust Fairport reported no remaining Sysco position as of Q3 2014 after selling out during the quarter.
WealthTrust Fairport sold 40 Sysco shares in Q3 2014, an estimated $1K.
WealthTrust Fairport first reported a position in Sysco in Q2 2014 and held it in 1 quarter.
WealthTrust Fairport's Sysco position peaked at $1K in Q2 2014.
881 funds tracked by Wall St. Rank held Sysco as of Q3 2014.

Based on WealthTrust Fairport's 13F filing for Q3 2014, filed 13 Nov 2014.