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Clinton Group’s Sunoco SUN Stock Holding History

Clinton Group’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
Q2 		– Sell
-27,088
Closed -$655K – 851
2017
Q1 		$655K Buy
+27,088
New +$718K 0.04% 557
2016
Q4 		– Sell
-62,538
Closed -$1.81M – 991
2016
Q3 		$1.81M Sell
62,538
-25,597
-29% -$769K 0.08% 306
2016
Q2 		$2.64M Buy
88,135
+50,681
+135% +$1.66M 0.12% 257
2016
Q1 		$1.24M Buy
+37,454
New +$1.19M 0.07% 367

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 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

Clinton Group's SUN Position: Q2 2017 in Review

Clinton Group sold out of Sunoco (SUN) in Q2 2017, closing a stake of 27,088 shares — an estimated $655K sold.

Clinton Group first reported a position in SUN in Q1 2016 and held it in 4 quarters. The position peaked at $2.64M in Q2 2016. 113 funds tracked by Wall St. Rank hold SUN as of Q2 2017.

  • Clinton Group reported no remaining Sunoco position as of Q2 2017 after selling out during the quarter.
  • Clinton Group sold 27,088 Sunoco shares in Q2 2017, an estimated $655K.
  • Clinton Group first reported a position in Sunoco in Q1 2016 and held it in 4 quarters.
  • Clinton Group's Sunoco position peaked at $2.64M in Q2 2016.
  • 113 funds tracked by Wall St. Rank held Sunoco as of Q2 2017.

Based on Clinton Group's 13F filing for Q2 2017, filed 14 Aug 2017.