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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

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

Cypress Asset Management's SUN Position: Q2 2017 in Review

Cypress Asset Management sold out of Sunoco (SUN) in Q2 2017, closing a stake of 11,036 shares — an estimated $267K sold.

Cypress Asset Management first reported a position in SUN in Q2 2013 and held it in 16 quarters. The position peaked at $1.61M in Q3 2014. 113 funds tracked by Wall St. Rank hold SUN as of Q2 2017.

  • Cypress Asset Management reported no remaining Sunoco position as of Q2 2017 after selling out during the quarter.
  • Cypress Asset Management sold 11,036 Sunoco shares in Q2 2017, an estimated $267K.
  • Cypress Asset Management first reported a position in Sunoco in Q2 2013 and held it in 16 quarters.
  • Cypress Asset Management's Sunoco position peaked at $1.61M in Q3 2014.
  • 113 funds tracked by Wall St. Rank held Sunoco as of Q2 2017.

Based on Cypress Asset Management's 13F filing for Q2 2017, filed 24 Jul 2017.