Berman Capital Advisors’s Sunoco SUN Stock Holding History

Berman Capital 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
2020 Q2	–	Sell	-2,112	Closed	-$33K	–	1805
2020 Q1	$33K	Buy	+2,112	New	+$56.7K	0.01%	371

Other funds holding SUN

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Berman Capital Advisors's SUN Position: Q2 2020 in Review

Berman Capital Advisors sold out of Sunoco (SUN) in Q2 2020, closing a stake of 2,112 shares — an estimated $33K sold.

Berman Capital Advisors first reported a position in SUN in Q1 2020 and held it in 1 quarter. The position peaked at $33K in Q1 2020. 134 funds tracked by Wall St. Rank hold SUN as of Q2 2020.

Berman Capital Advisors reported no remaining Sunoco position as of Q2 2020 after selling out during the quarter.
Berman Capital Advisors sold 2,112 Sunoco shares in Q2 2020, an estimated $33K.
Berman Capital Advisors first reported a position in Sunoco in Q1 2020 and held it in 1 quarter.
Berman Capital Advisors's Sunoco position peaked at $33K in Q1 2020.
134 funds tracked by Wall St. Rank held Sunoco as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.