Franklin Resources’s Sunoco SUN Stock Holding History

Franklin Resources’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	-10,715	Closed	-$311K	–	1511
2016 Q3	$311K	Hold	10,715	–	–	﹤0.01%	1433
2016 Q2	$321K	Sell	10,715 -4,935	-32%	-$162K	﹤0.01%	1438
2016 Q1	$518K	Buy	+15,650	New	+$499K	﹤0.01%	1395

Other funds holding SUN

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DPIM

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

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

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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Franklin Resources's SUN Position: Q4 2016 in Review

Franklin Resources sold out of Sunoco (SUN) in Q4 2016, closing a stake of 10,715 shares — an estimated $311K sold.

Franklin Resources first reported a position in SUN in Q1 2016 and held it in 3 quarters. The position peaked at $518K in Q1 2016. 119 funds tracked by Wall St. Rank hold SUN as of Q4 2016.

Franklin Resources reported no remaining Sunoco position as of Q4 2016 after selling out during the quarter.
Franklin Resources sold 10,715 Sunoco shares in Q4 2016, an estimated $311K.
Franklin Resources first reported a position in Sunoco in Q1 2016 and held it in 3 quarters.
Franklin Resources's Sunoco position peaked at $518K in Q1 2016.
119 funds tracked by Wall St. Rank held Sunoco as of Q4 2016.

Based on Franklin Resources's 13F filing for Q4 2016, filed 14 Feb 2017.