EWP
SUN icon

Edmunds White Partners’s Sunoco SUN Stock Holding History

Edmunds White Partners’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
2014
Q3 		$1.65M Buy
+29,926
New +$1.58M 2.38% 15

Other funds holding SUN

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
OMC
Overbrook Management Corp New York $529M AUM 31.5% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
1IC
1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return

Edmunds White Partners's SUN Position: Q3 2014 in Review

Edmunds White Partners opened a new position in Sunoco (SUN) in Q3 2014: 29,926 shares worth $1.65M. The stake represents 2.38% of the portfolio and ranks #15 among its holdings.

57 funds tracked by Wall St. Rank hold SUN as of Q3 2014.

  • Edmunds White Partners held 29,926 shares of Sunoco worth $1.65M as of Q3 2014.
  • Sunoco was a new Edmunds White Partners position in Q3 2014.
  • Sunoco made up 2.38% of Edmunds White Partners's portfolio in Q3 2014, its #15 holding.
  • 57 funds tracked by Wall St. Rank held Sunoco as of Q3 2014.

Based on Edmunds White Partners's 13F filing for Q3 2014, filed 4 Nov 2014.