AIM
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Advantage Investment Management’s Sunoco SUN Stock Holding History

Advantage Investment Management’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,000
Closed -$30K – 1075
2018
Q3 		$30K Hold
1,000
– – 0.02% 499
2018
Q2 		$25K Buy
1,000
+37
+4% +$982 0.02% 499
2018
Q1 		$25K Buy
963
+36
+4% +$1.06K 0.01% 515
2017
Q4 		$26K Hold
927
– – 0.01% 532
2017
Q3 		$29K Hold
927
– – 0.01% 498
2017
Q2 		$28K Hold
927
– – 0.01% 499
2017
Q1 		$22K Buy
927
+480
+107% +$12.7K 0.01% 530
2016
Q4 		$12K Buy
+447
New +$11.6K ﹤0.01% 597

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return
VAIA
Virtus Alternative Investment Advisers Hartford, Connecticut $6.71M AUM 36.98% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Advantage Investment Management's SUN Position: Q4 2018 in Review

Advantage Investment Management sold out of Sunoco (SUN) in Q4 2018, closing a stake of 1,000 shares — an estimated $30K sold.

Advantage Investment Management first reported a position in SUN in Q4 2016 and held it in 8 quarters. The position peaked at $30K in Q3 2018. 124 funds tracked by Wall St. Rank hold SUN as of Q4 2018.

  • Advantage Investment Management reported no remaining Sunoco position as of Q4 2018 after selling out during the quarter.
  • Advantage Investment Management sold 1,000 Sunoco shares in Q4 2018, an estimated $30K.
  • Advantage Investment Management first reported a position in Sunoco in Q4 2016 and held it in 8 quarters.
  • Advantage Investment Management's Sunoco position peaked at $30K in Q3 2018.
  • 124 funds tracked by Wall St. Rank held Sunoco as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.