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Boston Private Bank & Trust’s Sunoco SUN Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		$24K Hold
475
– – ﹤0.01% 702
2014
Q4 		$24K Hold
475
– – ﹤0.01% 726
2014
Q3 		$26K Buy
+475
New +$25.1K ﹤0.01% 722

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
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Private Bank & Trust's SUN Position: Q1 2015 in Review

Boston Private Bank & Trust held its Sunoco (SUN) position steady in Q1 2015 at 475 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Boston Private Bank & Trust first reported a position in SUN in Q3 2014 and has held it in 3 quarters since. The position peaked at $26K in Q3 2014. 95 funds tracked by Wall St. Rank hold SUN as of Q1 2015.

  • Boston Private Bank & Trust held 475 shares of Sunoco worth $24K as of Q1 2015.
  • Boston Private Bank & Trust left its Sunoco share count unchanged in Q1 2015.
  • Sunoco made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #702 holding.
  • Boston Private Bank & Trust first reported a position in Sunoco in Q3 2014 and has held it in 3 quarters since.
  • Boston Private Bank & Trust's Sunoco position peaked at $26K in Q3 2014.
  • 95 funds tracked by Wall St. Rank held Sunoco as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.