BAS
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Brown Advisory Securities’s Sunoco SUN Stock Holding History

Brown Advisory Securities’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
Q3 		– Sell
-8,503
Closed -$385K – 336
2015
Q2 		$385K Hold
8,503
– – 0.13% 192
2015
Q1 		$436K Buy
8,503
+450
+6% +$22.7K 0.15% 161
2014
Q4 		$402K Sell
8,053
-500
-6% -$23.4K 0.15% 158
2014
Q3 		$474K Hold
8,553
– – 0.17% 137
2014
Q2 		$401K Buy
8,553
+300
+4% +$12.8K 0.14% 166
2014
Q1 		$291K Buy
+8,253
New +$288K 0.11% 193

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CCMU
Cheyne Capital Management (UK) London, United Kingdom $27.9M AUM 36.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return