JFS Wealth Advisors’s Sunoco SUN Stock Holding History

JFS Wealth Advisors’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
2020 Q2	–	Sell	-34	Closed	-$1K	–	576
2020 Q1	$1K	Buy	+34	New	+$912	﹤0.01%	488

Other funds holding SUN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

DPIM

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

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

JFS Wealth Advisors's SUN Position: Q2 2020 in Review

JFS Wealth Advisors sold out of Sunoco (SUN) in Q2 2020, closing a stake of 34 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in SUN in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 134 funds tracked by Wall St. Rank hold SUN as of Q2 2020.

JFS Wealth Advisors reported no remaining Sunoco position as of Q2 2020 after selling out during the quarter.
JFS Wealth Advisors sold 34 Sunoco shares in Q2 2020, an estimated $1K.
JFS Wealth Advisors first reported a position in Sunoco in Q1 2020 and held it in 1 quarter.
JFS Wealth Advisors's Sunoco position peaked at $1K in Q1 2020.
134 funds tracked by Wall St. Rank held Sunoco as of Q2 2020.

Based on JFS Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.