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	–	503
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	–	287
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

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bruderman Asset Management's SUN Position: Q2 2019 in Review

Bruderman Asset Management sold out of Sunoco (SUN) in Q2 2019, closing a stake of 1,654 shares — an estimated $52K sold.

Bruderman Asset Management first reported a position in SUN in Q3 2016 and held it in 8 quarters. The position peaked at $52K in Q1 2019. 131 funds tracked by Wall St. Rank hold SUN as of Q2 2019.

Bruderman Asset Management reported no remaining Sunoco position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 1,654 Sunoco shares in Q2 2019, an estimated $52K.
Bruderman Asset Management first reported a position in Sunoco in Q3 2016 and held it in 8 quarters.
Bruderman Asset Management's Sunoco position peaked at $52K in Q1 2019.
131 funds tracked by Wall St. Rank held Sunoco as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.