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WESPAC Advisors SoCal’s Sysco SYY Stock Holding History

WESPAC Advisors SoCal’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
-236
Closed -$11K – 304
2016
Q1 		$11K Buy
236
+100
+74% +$4.32K 0.01% 197
2015
Q4 		$5K Buy
+136
New +$5.58K ﹤0.01% 218

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

WESPAC Advisors SoCal's SYY Position: Q2 2016 in Review

WESPAC Advisors SoCal sold out of Sysco (SYY) in Q2 2016, closing a stake of 236 shares — an estimated $11K sold.

WESPAC Advisors SoCal first reported a position in SYY in Q4 2015 and held it in 2 quarters. The position peaked at $11K in Q1 2016. 996 funds tracked by Wall St. Rank hold SYY as of Q2 2016.

  • WESPAC Advisors SoCal reported no remaining Sysco position as of Q2 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 236 Sysco shares in Q2 2016, an estimated $11K.
  • WESPAC Advisors SoCal first reported a position in Sysco in Q4 2015 and held it in 2 quarters.
  • WESPAC Advisors SoCal's Sysco position peaked at $11K in Q1 2016.
  • 996 funds tracked by Wall St. Rank held Sysco as of Q2 2016.

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