Bell Rock Capital’s Sunoco SUN Stock Holding History

Bell Rock Capital’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
2020 Q1	–	Sell	-60	Closed	-$1K	–	274
2019 Q4	$1K	Hold	60	–	–	﹤0.01%	372
2019 Q3	$1K	Buy	+60	New	+$1.91K	﹤0.01%	354

Other funds holding SUN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Bell Rock Capital's SUN Position: Q1 2020 in Review

Bell Rock Capital sold out of Sunoco (SUN) in Q1 2020, closing a stake of 60 shares — an estimated $1K sold.

Bell Rock Capital first reported a position in SUN in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 129 funds tracked by Wall St. Rank hold SUN as of Q1 2020.

Bell Rock Capital reported no remaining Sunoco position as of Q1 2020 after selling out during the quarter.
Bell Rock Capital sold 60 Sunoco shares in Q1 2020, an estimated $1K.
Bell Rock Capital first reported a position in Sunoco in Q3 2019 and held it in 2 quarters.
Bell Rock Capital's Sunoco position peaked at $1K in Q4 2019.
129 funds tracked by Wall St. Rank held Sunoco as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.