HB
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Homrich & Berg’s Sunoco SUN Stock Holding History

Homrich & Berg’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
2015
Q3 		– Sell
-5,350
Closed -$242K – 276
2015
Q2 		$242K Hold
5,350
– – 0.02% 227
2015
Q1 		$275K Hold
5,350
– – 0.03% 201
2014
Q4 		$266K Hold
5,350
– – 0.03% 194
2014
Q3 		$294K Hold
5,350
– – 0.03% 198
2014
Q2 		$251K Buy
+5,350
New +$228K 0.03% 180

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CCMU
Cheyne Capital Management (UK) London, United Kingdom $27.9M AUM 36.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return