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SUN icon

Baird’s Sunoco SUN Stock Holding History

Baird’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
Q1 		– Sell
-6,622
Closed -$330K – 1348
2014
Q4 		$330K Buy
+6,622
New +$310K ﹤0.01% 1073

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baird's SUN Position: Q1 2015 in Review

Baird sold out of Sunoco (SUN) in Q1 2015, closing a stake of 6,622 shares — an estimated $330K sold.

Baird first reported a position in SUN in Q4 2014 and held it in 1 quarter. The position peaked at $330K in Q4 2014. 95 funds tracked by Wall St. Rank hold SUN as of Q1 2015.

  • Baird reported no remaining Sunoco position as of Q1 2015 after selling out during the quarter.
  • Baird sold 6,622 Sunoco shares in Q1 2015, an estimated $330K.
  • Baird first reported a position in Sunoco in Q4 2014 and held it in 1 quarter.
  • Baird's Sunoco position peaked at $330K in Q4 2014.
  • 95 funds tracked by Wall St. Rank held Sunoco as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.