Financial Architects (New Jersey)’s Sunoco SUN Stock Holding History

Financial Architects (New Jersey)’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
2020 Q1	–	Sell	-100	Closed	-$3K	–	922
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	820
2019 Q3	$3K	Buy	+100	New	+$3.19K	﹤0.01%	891
2019 Q2	–	Sell	-350	Closed	-$11K	–	1448
2019 Q1	$11K	Hold	350	–	–	﹤0.01%	1067
2018 Q4	$10K	Hold	350	–	–	﹤0.01%	1001
2018 Q3	$10K	Sell	350 -850	-71%	-$22.9K	﹤0.01%	1123
2018 Q2	$30K	Buy	1,200 +700	+140%	+$18.6K	0.01%	706
2018 Q1	$13K	Buy	500 +350	+233%	+$10.3K	﹤0.01%	1004
2017 Q4	$4K	Hold	150	–	–	﹤0.01%	1342
2017 Q3	$5K	Hold	150	–	–	﹤0.01%	1279
2017 Q2	$5K	Sell	150 -100	-40%	-$2.98K	﹤0.01%	1293
2017 Q1	$6K	Hold	250	–	–	﹤0.01%	1254
2016 Q4	$7K	Hold	250	–	–	﹤0.01%	1098
2016 Q3	$7K	Hold	250	–	–	﹤0.01%	1078
2016 Q2	$7K	Buy	+250	New	+$8.18K	﹤0.01%	1053

Other funds holding SUN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DPIM

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

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

NIM

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

Financial Architects (New Jersey)'s SUN Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of Sunoco (SUN) in Q1 2020, closing a stake of 100 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in SUN in Q2 2016 and held it in 14 quarters. The position peaked at $30K in Q2 2018. 129 funds tracked by Wall St. Rank hold SUN as of Q1 2020.

Financial Architects (New Jersey) reported no remaining Sunoco position as of Q1 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 100 Sunoco shares in Q1 2020, an estimated $3K.
Financial Architects (New Jersey) first reported a position in Sunoco in Q2 2016 and held it in 14 quarters.
Financial Architects (New Jersey)'s Sunoco position peaked at $30K in Q2 2018.
129 funds tracked by Wall St. Rank held Sunoco as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.