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Friedberg Investment Management’s Sunoco SUN Stock Holding History

Friedberg Investment 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
2016
Q2 		– Sell
-92,680
Closed -$3.07M – 95
2016
Q1 		$3.07M Buy
92,680
+5,200
+6% +$166K 1.53% 26
2015
Q4 		$3.46M Sell
87,480
-1,660
-2% -$59.8K 1.69% 18
2015
Q3 		$3.02M Buy
89,140
+39,440
+79% +$1.51M 1.44% 29
2015
Q2 		$2.25M Sell
49,700
-540
-1% -$26K 0.85% 44
2015
Q1 		$2.58M Sell
50,240
-200
-0.4% -$10.1K 0.94% 43
2014
Q4 		$2.51M Buy
50,440
+4,700
+10% +$220K 0.98% 42
2014
Q3 		$2.52M Buy
45,740
+740
+2% +$39.1K 0.97% 46
2014
Q2 		$2.11M Sell
45,000
-19,588
-30% -$835K 0.77% 52
2014
Q1 		$2.27M Sell
64,588
-1,600
-2% -$55.8K 0.89% 47
2013
Q4 		$2.19M Buy
66,188
+14,050
+27% +$453K 0.89% 46
2013
Q3 		$1.57M Buy
52,138
+6,150
+13% +$184K 0.68% 58
2013
Q2 		$1.35M Buy
+45,988
New +$1.39M 0.6% 63

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.1% 1-Year Est. Return

Friedberg Investment Management's SUN Position: Q2 2016 in Review

Friedberg Investment Management sold out of Sunoco (SUN) in Q2 2016, closing a stake of 92,680 shares — an estimated $3.07M sold.

Friedberg Investment Management first reported a position in SUN in Q2 2013 and held it in 12 quarters. The position peaked at $3.46M in Q4 2015. 115 funds tracked by Wall St. Rank hold SUN as of Q2 2016.

  • Friedberg Investment Management reported no remaining Sunoco position as of Q2 2016 after selling out during the quarter.
  • Friedberg Investment Management sold 92,680 Sunoco shares in Q2 2016, an estimated $3.07M.
  • Friedberg Investment Management first reported a position in Sunoco in Q2 2013 and held it in 12 quarters.
  • Friedberg Investment Management's Sunoco position peaked at $3.46M in Q4 2015.
  • 115 funds tracked by Wall St. Rank held Sunoco as of Q2 2016.

Based on Friedberg Investment Management's 13F filing for Q2 2016, filed 10 Aug 2016.