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GIM
Greenwich Investment Management’s
Sunoco
SUN
Stock Holding History
Greenwich 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
2017
Q4
–
Sell
-7,200
Closed
-$224K
–
57
2017
Q3
$224K
Hold
7,200
–
–
0.29%
44
2017
Q2
$220K
Sell
7,200
-2,800
-28%
-$83.5K
0.26%
43
2017
Q1
$241K
Hold
10,000
–
–
0.26%
46
2016
Q4
$268K
Sell
10,000
-1,300
-12%
-$33.9K
0.27%
42
2016
Q3
$327K
Hold
11,300
–
–
0.33%
39
2016
Q2
$338K
Sell
11,300
-200
-2%
-$6.54K
0.36%
36
2016
Q1
$380K
Buy
11,500
+4,435
+63%
+$141K
0.46%
34
2015
Q4
$279K
Buy
+7,065
New
+$254K
0.33%
42
Other funds holding SUN
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$80.4B AUM
15.1%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Blackstone Inc
New York
$24.2B AUM
26.83%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
DPIM
Duff & Phelps Investment Management
Chicago, Illinois
$9.63B AUM
11.3%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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