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Financial Management Professionals’s Sunoco SUN Stock Holding History

Financial Management Professionals’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
Q1 		– Sell
-315
Closed -$12K – 273
2015
Q4 		$12K Hold
315
– – 0.01% 139
2015
Q3 		$11K Hold
315
– – 0.01% 157
2015
Q2 		$14K Hold
315
– – 0.01% 151
2015
Q1 		$16K Hold
315
– – 0.01% 145
2014
Q4 		$16K Hold
315
– – 0.01% 163
2014
Q3 		$17K Hold
315
– – 0.01% 141
2014
Q2 		$14K Hold
315
– – 0.01% 157
2014
Q1 		$11K Hold
315
– – 0.01% 170
2013
Q4 		$10K Hold
315
– – 0.01% 177
2013
Q3 		$9K Hold
315
– – 0.01% 183
2013
Q2 		$9K Buy
+315
New +$9.52K 0.01% 179

Other funds holding SUN

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.1% 1-Year Est. Return

Financial Management Professionals's SUN Position: Q1 2016 in Review

Financial Management Professionals sold out of Sunoco (SUN) in Q1 2016, closing a stake of 315 shares — an estimated $12K sold.

Financial Management Professionals first reported a position in SUN in Q2 2013 and held it in 11 quarters. The position peaked at $17K in Q3 2014. 103 funds tracked by Wall St. Rank hold SUN as of Q1 2016.

  • Financial Management Professionals reported no remaining Sunoco position as of Q1 2016 after selling out during the quarter.
  • Financial Management Professionals sold 315 Sunoco shares in Q1 2016, an estimated $12K.
  • Financial Management Professionals first reported a position in Sunoco in Q2 2013 and held it in 11 quarters.
  • Financial Management Professionals's Sunoco position peaked at $17K in Q3 2014.
  • 103 funds tracked by Wall St. Rank held Sunoco as of Q1 2016.

Based on Financial Management Professionals's 13F filing for Q1 2016, filed 4 May 2016.