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BB&T Securities’s Sunoco SUN Stock Holding History

BB&T Securities’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
2019
Q3 		$370K Buy
11,750
+800
+7% +$25.5K ﹤0.01% 1227
2019
Q2 		$342K Sell
10,950
-1,000
-8% -$30.7K ﹤0.01% 1260
2019
Q1 		$372K Buy
11,950
+85
+0.7% +$2.53K ﹤0.01% 1201
2018
Q4 		$322K Sell
11,865
-6,700
-36% -$187K ﹤0.01% 1165
2018
Q3 		$548K Buy
18,565
+665
+4% +$17.9K 0.01% 1035
2018
Q2 		$446K Sell
17,900
-835
-4% -$22.2K ﹤0.01% 1124
2018
Q1 		$477K Sell
18,735
-5,900
-24% -$174K 0.01% 1035
2017
Q4 		$699K Sell
24,635
-11,800
-32% -$356K 0.01% 881
2017
Q3 		$1.13M Sell
36,435
-2,650
-7% -$82.5K 0.02% 705
2017
Q2 		$1.2M Buy
39,085
+5,785
+17% +$173K 0.02% 665
2017
Q1 		$804K Sell
33,300
-5,157
-13% -$137K 0.01% 738
2016
Q4 		$1.11M Hold
38,457
– – 0.02% 578
2016
Q3 		$1.11M Buy
38,457
+10,935
+40% +$329K 0.02% 571
2016
Q2 		$824K Buy
+27,522
New +$901K 0.01% 659

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return