EWM
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Executive Wealth Management’s Sunoco SUN Stock Holding History

Executive 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
-514
Closed -$16K – 703
2019
Q2 		$16K Buy
514
+14
+3% +$430 ﹤0.01% 521
2019
Q1 		$16K Buy
+500
New +$14.9K ﹤0.01% 466

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
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

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

Executive Wealth Management sold out of Sunoco (SUN) in Q3 2019, closing a stake of 514 shares — an estimated $16K sold.

Executive Wealth Management first reported a position in SUN in Q1 2019 and held it in 2 quarters. The position peaked at $16K in Q2 2019. 126 funds tracked by Wall St. Rank hold SUN as of Q3 2019.

  • Executive Wealth Management reported no remaining Sunoco position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 514 Sunoco shares in Q3 2019, an estimated $16K.
  • Executive Wealth Management first reported a position in Sunoco in Q1 2019 and held it in 2 quarters.
  • Executive Wealth Management's Sunoco position peaked at $16K in Q2 2019.
  • 126 funds tracked by Wall St. Rank held Sunoco as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.