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B. Riley Wealth Management’s Sunoco SUN Stock Holding History

B. Riley Wealth 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
2015
Q2 		– Sell
-400
Closed -$20K – 1074
2015
Q1 		$20K Buy
+400
New +$20.2K 0.02% 611
2014
Q4 		– Sell
-800
Closed -$44K – 1084
2014
Q3 		$44K Buy
+800
New +$42.2K 0.03% 436

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

B. Riley Wealth Management's SUN Position: Q2 2015 in Review

B. Riley Wealth Management sold out of Sunoco (SUN) in Q2 2015, closing a stake of 400 shares — an estimated $20K sold.

B. Riley Wealth Management first reported a position in SUN in Q3 2014 and held it in 2 quarters. The position peaked at $44K in Q3 2014. 91 funds tracked by Wall St. Rank hold SUN as of Q2 2015.

  • B. Riley Wealth Management reported no remaining Sunoco position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 400 Sunoco shares in Q2 2015, an estimated $20K.
  • B. Riley Wealth Management first reported a position in Sunoco in Q3 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Sunoco position peaked at $44K in Q3 2014.
  • 91 funds tracked by Wall St. Rank held Sunoco as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.