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Bridgeworth’s Sunoco SUN Stock Holding History

Bridgeworth’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
2018
Q3 		– Sell
-2,020
Closed -$50K – 481
2018
Q2 		$50K Buy
+2,020
New +$53.6K 0.02% 283

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MP
MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return
VAIA
Virtus Alternative Investment Advisers Hartford, Connecticut $6.71M AUM 36.98% 1-Year Est. Return

Bridgeworth's SUN Position: Q3 2018 in Review

Bridgeworth sold out of Sunoco (SUN) in Q3 2018, closing a stake of 2,020 shares — an estimated $50K sold.

Bridgeworth first reported a position in SUN in Q2 2018 and held it in 1 quarter. The position peaked at $50K in Q2 2018. 128 funds tracked by Wall St. Rank hold SUN as of Q3 2018.

  • Bridgeworth reported no remaining Sunoco position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 2,020 Sunoco shares in Q3 2018, an estimated $50K.
  • Bridgeworth first reported a position in Sunoco in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's Sunoco position peaked at $50K in Q2 2018.
  • 128 funds tracked by Wall St. Rank held Sunoco as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.