Cypress Asset Management’s Sunoco SUN Stock Holding History

Cypress Asset 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 Q2	–	Sell	-11,036	Closed	-$267K	–	210
2017 Q1	$267K	Buy	11,036 +74	+0.7%	+$1.96K	0.05%	187
2016 Q4	$295K	Sell	10,962 -400	-4%	-$10.4K	0.06%	177
2016 Q3	$330K	Sell	11,362 -5,982	-34%	-$180K	0.07%	163
2016 Q2	$519K	Sell	17,344 -8,979	-34%	-$294K	0.1%	140
2016 Q1	$872K	Sell	26,323 -1,174	-4%	-$37.4K	0.18%	111
2015 Q4	$1.09M	Sell	27,497 -2,261	-8%	-$81.4K	0.22%	104
2015 Q3	$1.01M	Buy	29,758 +64	+0.2%	+$2.45K	0.21%	104
2015 Q2	$1.34M	Sell	29,694 -172	-0.6%	-$8.28K	0.25%	98
2015 Q1	$1.53M	Sell	29,866 -454	-1%	-$22.9K	0.29%	91
2014 Q4	$1.51M	Buy	30,320 +1,100	+4%	+$51.5K	0.28%	89
2014 Q3	$1.61M	Sell	29,220 -850	-3%	-$44.9K	0.29%	88
2014 Q2	$1.41M	Sell	30,070 -5,477	-15%	-$233K	0.24%	97
2014 Q1	$1.25M	Sell	35,547 -6,213	-15%	-$217K	0.23%	101
2013 Q4	$1.38M	Sell	41,760 -992	-2%	-$32K	0.24%	92
2013 Q3	$1.29M	Sell	42,752 -5,887	-12%	-$176K	0.24%	89
2013 Q2	$1.43M	Buy	+48,639	New	+$1.47M	0.27%	87

Other funds holding SUN

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

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