Crestwood Advisors Group’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-4,225	Closed	-$217K	–	164
2015 Q1	$217K	Sell	4,225 -500	-11%	-$25.7K	0.03%	137
2014 Q4	$235K	Hold	4,725	–	–	0.04%	126
2014 Q3	$260K	Buy	+4,725	New	+$260K	0.04%	103