BTIS
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BB&T Investment Services’s Sunoco SUN Stock Holding History

BB&T Investment Services’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
2017
Q4 		$93K Hold
3,277
– – 0.02% 427
2017
Q3 		$102K Hold
3,277
– – 0.02% 360
2017
Q2 		$100K Buy
3,277
+1,192
+57% +$35.5K 0.03% 322
2017
Q1 		$50K Sell
2,085
-6,335
-75% -$168K 0.02% 369
2016
Q4 		$227K Buy
+8,420
New +$219K 0.17% 138

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BB&T Investment Services's SUN Position: Q4 2017 in Review

BB&T Investment Services held its Sunoco (SUN) position steady in Q4 2017 at 3,277 shares worth $93K. The position accounts for 0.02% of the portfolio, ranked #427.

BB&T Investment Services first reported a position in SUN in Q4 2016 and has held it in 5 quarters since. The position peaked at $227K in Q4 2016. 119 funds tracked by Wall St. Rank hold SUN as of Q4 2017.

  • BB&T Investment Services held 3,277 shares of Sunoco worth $93K as of Q4 2017.
  • BB&T Investment Services left its Sunoco share count unchanged in Q4 2017.
  • Sunoco made up 0.02% of BB&T Investment Services's portfolio in Q4 2017, its #427 holding.
  • BB&T Investment Services first reported a position in Sunoco in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Sunoco position peaked at $227K in Q4 2016.
  • 119 funds tracked by Wall St. Rank held Sunoco as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.