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Belmont Global Advisors’s Sunoco SUN Stock Holding History

Belmont Global Advisors’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
2016
Q3 		$218K Buy
+7,500
New +$225K 0.21% 57
2014
Q4 		– Sell
-12,900
Closed -$709K – 134
2014
Q3 		$709K Hold
12,900
– – 0.56% 55
2014
Q2 		$605K Buy
+12,900
New +$550K 0.44% 58

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.14% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Belmont Global Advisors's SUN Position: Q3 2016 in Review

Belmont Global Advisors opened a new position in Sunoco (SUN) in Q3 2016: 7,500 shares worth $218K. The stake represents 0.21% of the portfolio and ranks #57 among its holdings. This is a return to the name: Belmont Global Advisors previously reported a position in SUN as recently as Q3 2014.

Belmont Global Advisors first reported a position in SUN in Q2 2014 and has held it in 3 quarters since. The position peaked at $709K in Q3 2014. 117 funds tracked by Wall St. Rank hold SUN as of Q3 2016.

  • Belmont Global Advisors held 7,500 shares of Sunoco worth $218K as of Q3 2016.
  • Sunoco was a new Belmont Global Advisors position in Q3 2016.
  • Sunoco made up 0.21% of Belmont Global Advisors's portfolio in Q3 2016, its #57 holding.
  • Belmont Global Advisors first reported a position in Sunoco in Q2 2014 and has held it in 3 quarters since.
  • Belmont Global Advisors's Sunoco position peaked at $709K in Q3 2014.
  • 117 funds tracked by Wall St. Rank held Sunoco as of Q3 2016.

Based on Belmont Global Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.