Israel Englander’s Sunoco SUN Stock Holding History

Israel Englander’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 Q3	–	Sell	-12,252	Closed	-$375K	–	3848
2017 Q2	$375K	Buy	+12,252	New	+$365K	﹤0.01%	2947
2016 Q4	–	Sell	-70,857	Closed	-$1.85M	–	3715
2016 Q3	$2.06M	Buy	+70,857	New	+$2.13M	﹤0.01%	1921
2016 Q1	–	Sell	-318,540	Closed	-$12.6M	–	3642
2015 Q4	$12.6M	Buy	+318,540	New	+$11.5M	0.03%	806
2015 Q2	–	Sell	-80,000	Closed	-$3.85M	–	3817
2015 Q1	$4.11M	Buy	+80,000	New	+$4.04M	0.01%	1521

Other funds holding SUN

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Israel Englander's SUN Position: Q3 2017 in Review

Israel Englander sold out of Sunoco (SUN) in Q3 2017, closing a stake of 12,252 shares — an estimated $375K sold.

Israel Englander first reported a position in SUN in Q1 2015 and held it in 4 quarters. The position peaked at $12.6M in Q4 2015. 107 funds tracked by Wall St. Rank hold SUN as of Q3 2017.

Israel Englander reported no remaining Sunoco position as of Q3 2017 after selling out during the quarter.
Israel Englander sold 12,252 Sunoco shares in Q3 2017, an estimated $375K.
Israel Englander first reported a position in Sunoco in Q1 2015 and held it in 4 quarters.
Israel Englander's Sunoco position peaked at $12.6M in Q4 2015.
107 funds tracked by Wall St. Rank held Sunoco as of Q3 2017.

Based on Millennium Management's 13F filing for Q3 2017, filed 14 Nov 2017.