AG
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Aperio Group’s Sunoco SUN Stock Holding History

Aperio 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
2016
Q1 		– Sell
-5,235
Closed -$207K – 2063
2015
Q4 		$207K Buy
+5,235
New +$189K ﹤0.01% 1809

Other funds holding SUN

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.1% 1-Year Est. Return

Aperio Group's SUN Position: Q1 2016 in Review

Aperio Group sold out of Sunoco (SUN) in Q1 2016, closing a stake of 5,235 shares — an estimated $207K sold.

Aperio Group first reported a position in SUN in Q4 2015 and held it in 1 quarter. The position peaked at $207K in Q4 2015. 103 funds tracked by Wall St. Rank hold SUN as of Q1 2016.

  • Aperio Group reported no remaining Sunoco position as of Q1 2016 after selling out during the quarter.
  • Aperio Group sold 5,235 Sunoco shares in Q1 2016, an estimated $207K.
  • Aperio Group first reported a position in Sunoco in Q4 2015 and held it in 1 quarter.
  • Aperio Group's Sunoco position peaked at $207K in Q4 2015.
  • 103 funds tracked by Wall St. Rank held Sunoco as of Q1 2016.

Based on Aperio Group's 13F filing for Q1 2016, filed 28 Apr 2016.