WESPAC Advisors’s Sysco SYY Stock Holding History

WESPAC 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
2017 Q1	–	Sell	-5,424	Closed	-$300K	–	125
2016 Q4	$300K	Sell	5,424 -728	-12%	-$37.8K	0.34%	83
2016 Q3	$302K	Buy	+6,152	New	+$316K	0.34%	85

Other funds holding SYY

TFM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WESPAC Advisors's SYY Position: Q1 2017 in Review

WESPAC Advisors sold out of Sysco (SYY) in Q1 2017, closing a stake of 5,424 shares — an estimated $300K sold.

WESPAC Advisors first reported a position in SYY in Q3 2016 and held it in 2 quarters. The position peaked at $302K in Q3 2016. 1,027 funds tracked by Wall St. Rank hold SYY as of Q1 2017.

WESPAC Advisors reported no remaining Sysco position as of Q1 2017 after selling out during the quarter.
WESPAC Advisors sold 5,424 Sysco shares in Q1 2017, an estimated $300K.
WESPAC Advisors first reported a position in Sysco in Q3 2016 and held it in 2 quarters.
WESPAC Advisors's Sysco position peaked at $302K in Q3 2016.
1,027 funds tracked by Wall St. Rank held Sysco as of Q1 2017.

Based on WESPAC Advisors's 13F filing for Q1 2017, filed 8 May 2017.