GH
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GAM Holding’s Sunoco SUN Stock Holding History

GAM Holding’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
2020
Q1 		– Sell
-7,032
Closed -$215K – 516
2019
Q4 		$215K Sell
7,032
-5,704
-45% -$180K 0.01% 522
2019
Q3 		$401K Sell
12,736
-6,919
-35% -$221K 0.02% 642
2019
Q2 		$615K Buy
19,655
+3,178
+19% +$97.6K 0.02% 628
2019
Q1 		$513K Buy
+16,477
New +$491K 0.02% 625
2018
Q4 		– Sell
-14,720
Closed -$435K – 880
2018
Q3 		$435K Buy
+14,720
New +$396K 0.02% 716

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UBS Group
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DPIM
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BIM
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AAA
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Bank of Montreal
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NIM
NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return