FGAM
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Financial Gravity Asset Management’s Sunoco SUN Stock Holding History

Financial Gravity Asset 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
Q4 		– Sell
-35
Closed -$1K – 1679
2019
Q3 		$1K Buy
+35
New +$1.12K ﹤0.01% 1107

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Financial Gravity Asset Management's SUN Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Sunoco (SUN) in Q4 2019, closing a stake of 35 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in SUN in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 150 funds tracked by Wall St. Rank hold SUN as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Sunoco position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 35 Sunoco shares in Q4 2019, an estimated $1K.
  • Financial Gravity Asset Management first reported a position in Sunoco in Q3 2019 and held it in 1 quarter.
  • Financial Gravity Asset Management's Sunoco position peaked at $1K in Q3 2019.
  • 150 funds tracked by Wall St. Rank held Sunoco as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.