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AGF Investments LLC’s Sunoco SUN Stock Holding History

AGF Investments LLC’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
2020
Q1 		– Sell
-11,780
Closed -$360K – 653
2019
Q4 		$360K Buy
+11,780
New +$371K 0.07% 363
2017
Q4 		– Sell
-3,546
Closed -$113K – 816
2017
Q3 		$113K Sell
3,546
-126
-3% -$3.92K 0.03% 184
2017
Q2 		$112K Buy
+3,672
New +$110K 0.03% 217

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

AGF Investments LLC's SUN Position: Q1 2020 in Review

AGF Investments LLC sold out of Sunoco (SUN) in Q1 2020, closing a stake of 11,780 shares — an estimated $360K sold.

AGF Investments LLC first reported a position in SUN in Q2 2017 and held it in 3 quarters. The position peaked at $360K in Q4 2019. 129 funds tracked by Wall St. Rank hold SUN as of Q1 2020.

  • AGF Investments LLC reported no remaining Sunoco position as of Q1 2020 after selling out during the quarter.
  • AGF Investments LLC sold 11,780 Sunoco shares in Q1 2020, an estimated $360K.
  • AGF Investments LLC first reported a position in Sunoco in Q2 2017 and held it in 3 quarters.
  • AGF Investments LLC's Sunoco position peaked at $360K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Sunoco as of Q1 2020.

Based on AGF Investments LLC's 13F filing for Q1 2020, filed 8 May 2020.