FIM
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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 $157B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.14% 1-Year Est. Return