IE
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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
2018
Q1 		– Sell
-50,000
Closed -$1.42M – 4060
2017
Q4 		$1.42M Buy
+50,000
New +$1.51M ﹤0.01% 2486
2017
Q1 		– Sell
-75,000
Closed -$2.02M – 3821
2016
Q4 		$2.02M Buy
+75,000
New +$1.95M ﹤0.01% 1872
2015
Q4 		– Sell
-70,000
Closed -$2.37M – 3754
2015
Q3 		$2.37M Buy
70,000
+18,600
+36% +$712K ﹤0.01% 1795
2015
Q2 		$2.33M Buy
51,400
+46,000
+852% +$2.21M ﹤0.01% 1816
2015
Q1 		$277K Sell
5,400
-25,400
-82% -$1.28M ﹤0.01% 3094
2014
Q4 		$1.53M Buy
+30,800
New +$1.44M ﹤0.01% 2179

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
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.