AG
SUN icon

Advisor Group’s Sunoco SUN Stock Holding History

Advisor Group’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
2019
Q4 		$271K Sell
8,868
-747
-8% -$23.5K ﹤0.01% 2155
2019
Q3 		$303K Buy
9,615
+122
+1% +$3.89K ﹤0.01% 2004
2019
Q2 		$297K Buy
9,493
+414
+5% +$12.7K ﹤0.01% 2012
2019
Q1 		$283K Buy
9,079
+292
+3% +$8.7K ﹤0.01% 2010
2018
Q4 		$238K Buy
8,787
+200
+2% +$5.58K ﹤0.01% 1963
2018
Q3 		$253K Buy
8,587
+3,026
+54% +$81.5K ﹤0.01% 1987
2018
Q2 		$138K Buy
5,561
+3,514
+172% +$93.3K ﹤0.01% 2256
2018
Q1 		$52K Sell
2,047
-1,577
-44% -$46.5K ﹤0.01% 3034
2017
Q4 		$104K Buy
3,624
+718
+25% +$21.6K ﹤0.01% 2541
2017
Q3 		$90K Sell
2,906
-320
-10% -$9.97K ﹤0.01% 2502
2017
Q2 		$98K Sell
3,226
-4,212
-57% -$126K ﹤0.01% 2326
2017
Q1 		$179K Buy
7,438
+2,295
+45% +$60.8K ﹤0.01% 1751
2016
Q4 		$138K Buy
5,143
+2,203
+75% +$57.4K ﹤0.01% 1846
2016
Q3 		$85K Buy
2,940
+1,634
+125% +$49.1K ﹤0.01% 2117
2016
Q2 		$38K Buy
+1,306
New +$42.7K ﹤0.01% 2620

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Advisor Group's SUN Position: Q4 2019 in Review

Advisor Group reduced its Sunoco (SUN) stake by 7.8% in Q4 2019, selling an estimated $23.5K and leaving 8,868 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

Advisor Group first reported a position in SUN in Q2 2016 and has held it in 15 quarters since. The position peaked at $303K in Q3 2019. 150 funds tracked by Wall St. Rank hold SUN as of Q4 2019.

  • Advisor Group held 8,868 shares of Sunoco worth $271K as of Q4 2019.
  • Advisor Group sold 747 Sunoco shares in Q4 2019, an estimated $23.5K.
  • Sunoco made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2155 holding.
  • Advisor Group first reported a position in Sunoco in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Sunoco position peaked at $303K in Q3 2019.
  • 150 funds tracked by Wall St. Rank held Sunoco as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.