Destination Wealth Management’s Sunoco SUN Stock Holding History

Destination Wealth 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
2019 Q3	–	Sell	-1,812	Closed	-$57K	–	456
2019 Q2	$57K	Hold	1,812	–	–	﹤0.01%	259
2019 Q1	$56K	Hold	1,812	–	–	﹤0.01%	248
2018 Q4	$49K	Hold	1,812	–	–	﹤0.01%	257
2018 Q3	$54K	Hold	1,812	–	–	﹤0.01%	275
2018 Q2	$45K	Hold	1,812	–	–	﹤0.01%	269
2018 Q1	$46K	Buy	+1,812	New	+$53.5K	﹤0.01%	262

Other funds holding SUN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Destination Wealth Management's SUN Position: Q3 2019 in Review

Destination Wealth Management sold out of Sunoco (SUN) in Q3 2019, closing a stake of 1,812 shares — an estimated $57K sold.

Destination Wealth Management first reported a position in SUN in Q1 2018 and held it in 6 quarters. The position peaked at $57K in Q2 2019. 126 funds tracked by Wall St. Rank hold SUN as of Q3 2019.

Destination Wealth Management reported no remaining Sunoco position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 1,812 Sunoco shares in Q3 2019, an estimated $57K.
Destination Wealth Management first reported a position in Sunoco in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's Sunoco position peaked at $57K in Q2 2019.
126 funds tracked by Wall St. Rank held Sunoco as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.