FineMark National Bank & Trust
SUN icon

FineMark National Bank & Trust’s Sunoco SUN Stock Holding History

FineMark National Bank & Trust’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
-200
Closed -$6K – 1357
2016
Q3 		$6K Sell
200
-640
-76% -$19.2K ﹤0.01% 1043
2016
Q2 		$25K Buy
+840
New +$27.5K ﹤0.01% 785

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Goldman Sachs
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Bank of America
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Duff & Phelps Investment Management
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Center Coast Capital Advisors
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FineMark National Bank & Trust's SUN Position: Q4 2016 in Review

FineMark National Bank & Trust sold out of Sunoco (SUN) in Q4 2016, closing a stake of 200 shares — an estimated $6K sold.

FineMark National Bank & Trust first reported a position in SUN in Q2 2016 and held it in 2 quarters. The position peaked at $25K in Q2 2016. 119 funds tracked by Wall St. Rank hold SUN as of Q4 2016.

  • FineMark National Bank & Trust reported no remaining Sunoco position as of Q4 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 200 Sunoco shares in Q4 2016, an estimated $6K.
  • FineMark National Bank & Trust first reported a position in Sunoco in Q2 2016 and held it in 2 quarters.
  • FineMark National Bank & Trust's Sunoco position peaked at $25K in Q2 2016.
  • 119 funds tracked by Wall St. Rank held Sunoco as of Q4 2016.

Based on FineMark National Bank & Trust's 13F filing for Q4 2016, filed 13 Feb 2017.