WFG Advisors’s Sysco SYY Stock Holding History

WFG 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 Q2	$20K	Buy	389 +49	+14%	+$2.62K	﹤0.01%	967
2017 Q1	$18K	Hold	340	–	–	﹤0.01%	915
2016 Q4	$19K	Sell	340 -792	-70%	-$41.1K	﹤0.01%	952
2016 Q3	$55K	Buy	1,132 +2	+0.2%	+$103	0.01%	684
2016 Q2	$57K	Sell	1,130 -17,776	-94%	-$860K	0.02%	659
2016 Q1	$883K	Sell	18,906 -2,288	-11%	-$98.7K	0.26%	96
2015 Q4	$869K	Buy	21,194 +14	+0.1%	+$574	0.26%	93
2015 Q3	$825K	Sell	21,180 -6,389	-23%	-$244K	0.26%	89
2015 Q2	$995K	Buy	27,569 +17,335	+169%	+$649K	0.27%	80
2015 Q1	$386K	Sell	10,234 -21,962	-68%	-$865K	0.11%	213
2014 Q4	$1.28M	Sell	32,196 -2,699	-8%	-$105K	0.26%	80
2014 Q3	$1.32M	Buy	34,895 +1,467	+4%	+$54.8K	0.25%	90
2014 Q2	$1.25M	Buy	33,428 +512	+2%	+$18.8K	0.23%	98
2014 Q1	$1.19M	Buy	32,916 +4,984	+18%	+$179K	0.24%	92
2013 Q4	$1.01M	Buy	27,932 +414	+2%	+$14K	0.14%	168
2013 Q3	$876K	Sell	27,518 -593	-2%	-$19.9K	0.14%	179
2013 Q2	$960K	Buy	+28,111	New	+$968K	0.16%	154

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

WFG Advisors's SYY Position: Q2 2017 in Review

WFG Advisors increased its Sysco (SYY) stake by 14% in Q2 2017, buying an estimated $2.62K and bringing the position to 389 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

WFG Advisors first reported a position in SYY in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.32M in Q3 2014. 1,023 funds tracked by Wall St. Rank hold SYY as of Q2 2017.

WFG Advisors held 389 shares of Sysco worth $20K as of Q2 2017.
WFG Advisors bought 49 Sysco shares in Q2 2017, an estimated $2.62K.
Sysco made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #967 holding.
WFG Advisors first reported a position in Sysco in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Sysco position peaked at $1.32M in Q3 2014.
1,023 funds tracked by Wall St. Rank held Sysco as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.