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

Other funds holding SUN

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NIM

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

TAM

TPH Asset Management Houston, Texas $1.01B AUM 2.1% 1-Year Est. Return

DPIM

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

Evercore Wealth Management's SUN Position: Q3 2016 in Review

Evercore Wealth Management sold out of Sunoco (SUN) in Q3 2016, closing a stake of 600 shares — an estimated $18K sold.

Evercore Wealth Management first reported a position in SUN in Q4 2014 and held it in 7 quarters. The position peaked at $31K in Q1 2015. 117 funds tracked by Wall St. Rank hold SUN as of Q3 2016.

Evercore Wealth Management reported no remaining Sunoco position as of Q3 2016 after selling out during the quarter.
Evercore Wealth Management sold 600 Sunoco shares in Q3 2016, an estimated $18K.
Evercore Wealth Management first reported a position in Sunoco in Q4 2014 and held it in 7 quarters.
Evercore Wealth Management's Sunoco position peaked at $31K in Q1 2015.
117 funds tracked by Wall St. Rank held Sunoco as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.