EWM
SUN icon

Edge Wealth Management’s Sunoco SUN Stock Holding History

Edge 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
2017
Q4 		– Sell
-100
Closed -$3K – 571
2017
Q3 		$3K Hold
100
– – ﹤0.01% 474
2017
Q2 		$3K Hold
100
– – ﹤0.01% 465
2017
Q1 		$2K Hold
100
– – ﹤0.01% 461
2016
Q4 		$3K Hold
100
– – ﹤0.01% 417
2016
Q3 		$3K Buy
+100
New +$3K ﹤0.01% 420

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Edge Wealth Management's SUN Position: Q4 2017 in Review

Edge Wealth Management sold out of Sunoco (SUN) in Q4 2017, closing a stake of 100 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in SUN in Q3 2016 and held it in 5 quarters. The position peaked at $3K in Q3 2017. 119 funds tracked by Wall St. Rank hold SUN as of Q4 2017.

  • Edge Wealth Management reported no remaining Sunoco position as of Q4 2017 after selling out during the quarter.
  • Edge Wealth Management sold 100 Sunoco shares in Q4 2017, an estimated $3K.
  • Edge Wealth Management first reported a position in Sunoco in Q3 2016 and held it in 5 quarters.
  • Edge Wealth Management's Sunoco position peaked at $3K in Q3 2017.
  • 119 funds tracked by Wall St. Rank held Sunoco as of Q4 2017.

Based on Edge Wealth Management's 13F filing for Q4 2017, filed 18 Jan 2018.