BAM
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Bruderman Asset Management’s Sunoco SUN Stock Holding History

Bruderman Asset Management’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
2019
Q2 		– Sell
-1,654
Closed -$52K – 504
2019
Q1 		$52K Buy
1,654
+1
+0.1% +$30 0.01% 264
2018
Q4 		$45K Buy
1,653
+21
+1% +$586 0.01% 253
2018
Q3 		$48K Hold
1,632
– – 0.01% 193
2018
Q2 		$41K Hold
1,632
– – 0.01% 216
2018
Q1 		$42K Buy
+1,632
New +$48.1K 0.01% 220
2017
Q3 		– Sell
-1,632
Closed -$50K – 288
2017
Q2 		$50K Buy
+1,632
New +$48.7K 0.01% 202
2017
Q1 		– Sell
-1,565
Closed -$42K – 284
2016
Q4 		$42K Buy
1,565
+300
+24% +$7.81K 0.01% 216
2016
Q3 		$37K Buy
+1,265
New +$38K 0.01% 235

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DPIM
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BlackRock
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ClearBridge Investments
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return