EWM
SUN icon

Evercore Wealth Management’s Sunoco SUN Stock Holding History

Evercore 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
2016
Q3 		– Sell
-600
Closed -$18K – 1056
2016
Q2 		$18K Hold
600
– – ﹤0.01% 775
2016
Q1 		$20K Hold
600
– – ﹤0.01% 725
2015
Q4 		$24K Hold
600
– – ﹤0.01% 735
2015
Q3 		$20K Hold
600
– – ﹤0.01% 744
2015
Q2 		$27K Hold
600
– – ﹤0.01% 737
2015
Q1 		$31K Hold
600
– – ﹤0.01% 711
2014
Q4 		$30K Buy
+600
New +$28.1K ﹤0.01% 612

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O
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Bank of America
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AR
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Royal Bank of Canada
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NIM
NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.14% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return