AIM
SUN icon

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
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DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $549M AUM 66.97% 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 $813M AUM 36.71% 1-Year Est. Return