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Credo Capital Management’s Sunoco SUN Stock Holding History

Credo Capital 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
2013
Q4 		$20K Buy
608
+72
+13% +$2.32K 0.09% 128
2013
Q3 		$16K Sell
536
-155
-22% -$4.64K 0.03% 137
2013
Q2 		$20K Buy
+691
New +$20.9K 0.02% 101

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MCP
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KCM
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OMC
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CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TCM
Trafelet Capital Management New York $11.8M AUM 13.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
1IC
1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return

Credo Capital Management's SUN Position: Q4 2013 in Review

Credo Capital Management increased its Sunoco (SUN) stake by 13% in Q4 2013, buying an estimated $2.32K and bringing the position to 608 shares worth $20K. The position accounts for 0.09% of the portfolio, ranked #128.

Credo Capital Management first reported a position in SUN in Q2 2013 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold SUN as of Q4 2013.

  • Credo Capital Management held 608 shares of Sunoco worth $20K as of Q4 2013.
  • Credo Capital Management bought 72 Sunoco shares in Q4 2013, an estimated $2.32K.
  • Sunoco made up 0.09% of Credo Capital Management's portfolio in Q4 2013, its #128 holding.
  • Credo Capital Management first reported a position in Sunoco in Q2 2013 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Sunoco as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.