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Catamount Wealth Management’s Sunoco SUN Stock Holding History

Catamount Wealth 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
2017
Q3 		– Sell
-30
Closed -$1K – 200
2017
Q2 		$1K Sell
30
-5,000
-99% -$149K ﹤0.01% 171
2017
Q1 		$122K Hold
5,030
– – 0.08% 50
2016
Q4 		$135K Buy
5,030
+5,000
+16,667% +$130K 0.11% 43
2016
Q3 		$1K Hold
30
– – ﹤0.01% 155
2016
Q2 		$1K Hold
30
– – ﹤0.01% 135
2016
Q1 		$1K Hold
30
– – ﹤0.01% 130
2015
Q4 		$1K Buy
+30
New +$1.08K ﹤0.01% 125

Other funds holding SUN

O
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Bank of America
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Morgan Stanley
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return