CCT
SUN icon

Country Club Trust’s Sunoco SUN Stock Holding History

Country Club Trust’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
-9,891
Closed -$239K – 217
2017
Q1 		$239K Hold
9,891
– – 0.03% 189
2016
Q4 		$266K Hold
9,891
– – 0.04% 148
2016
Q3 		$287K Sell
9,891
-464
-4% -$13.9K 0.04% 175
2016
Q2 		$311K Sell
10,355
-3,134
-23% -$103K 0.05% 168
2016
Q1 		$447K Hold
13,489
– – 0.07% 154
2015
Q4 		$534K Hold
13,489
– – 0.08% 157
2015
Q3 		$456K Buy
13,489
+7,898
+141% +$302K 0.07% 161
2015
Q2 		$254K Buy
+5,591
New +$269K 0.04% 206

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O
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Citigroup
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Morgan Stanley
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return