FM
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Family Management’s Sunoco SUN Stock Holding History

Family 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
Q4 		– Sell
-38,250
Closed -$1.11M – 78
2016
Q3 		$1.11M Sell
38,250
-21,625
-36% -$650K 0.63% 42
2016
Q2 		$1.79M Sell
59,875
-4,275
-7% -$140K 1.01% 31
2016
Q1 		$2.13M Sell
64,150
-1,350
-2% -$43.1K 1.38% 21
2015
Q4 		$2.59M Sell
65,500
-6,525
-9% -$235K 1.34% 24
2015
Q3 		$2.44M Buy
72,025
+1,275
+2% +$48.8K 1.08% 30
2015
Q2 		$3.21M Buy
70,750
+7,950
+13% +$383K 1.32% 30
2015
Q1 		$3.23M Sell
62,800
-2,325
-4% -$118K 1.49% 30
2014
Q4 		$3.24M Buy
+65,125
New +$3.05M 1.47% 28
2014
Q3 		– Sell
-66,525
Closed -$3.12M – 98
2014
Q2 		$3.12M Buy
+66,525
New +$2.84M 1.52% 31

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DPIM
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CCCA
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Susquehanna International Group
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