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Investment Centers of America’s Sunoco SUN Stock Holding History

Investment Centers of America’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
-10,000
Closed -$311K – 432
2017
Q3 		$311K Sell
10,000
-10,000
-50% -$311K 0.02% 430
2017
Q2 		$612K Hold
20,000
– – 0.05% 313
2017
Q1 		$484K Sell
20,000
-10,000
-33% -$265K 0.04% 375
2016
Q4 		$807K Buy
+30,000
New +$781K 0.07% 246

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Investment Centers of America's SUN Position: Q4 2017 in Review

Investment Centers of America sold out of Sunoco (SUN) in Q4 2017, closing a stake of 10,000 shares — an estimated $311K sold.

Investment Centers of America first reported a position in SUN in Q4 2016 and held it in 4 quarters. The position peaked at $807K in Q4 2016. 119 funds tracked by Wall St. Rank hold SUN as of Q4 2017.

  • Investment Centers of America reported no remaining Sunoco position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 10,000 Sunoco shares in Q4 2017, an estimated $311K.
  • Investment Centers of America first reported a position in Sunoco in Q4 2016 and held it in 4 quarters.
  • Investment Centers of America's Sunoco position peaked at $807K in Q4 2016.
  • 119 funds tracked by Wall St. Rank held Sunoco as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.