KJWM
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Kiley Juergens Wealth Management’s Sunoco SUN Stock Holding History

Kiley Juergens Wealth Management’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
Q4 		– Sell
-130
Closed -$3K – 562
2018
Q3 		$3K Hold
130
– – ﹤0.01% 563
2018
Q2 		$3K Buy
+130
New +$3.45K ﹤0.01% 517
2018
Q1 		– Sell
-130
Closed -$3K – 528
2017
Q4 		$3K Buy
+130
New +$3.92K ﹤0.01% 620

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return
VAIA
Virtus Alternative Investment Advisers Hartford, Connecticut $6.71M AUM 36.98% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Kiley Juergens Wealth Management's SUN Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Sunoco (SUN) in Q4 2018, closing a stake of 130 shares — an estimated $3K sold.

Kiley Juergens Wealth Management first reported a position in SUN in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 124 funds tracked by Wall St. Rank hold SUN as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Sunoco position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 130 Sunoco shares in Q4 2018, an estimated $3K.
  • Kiley Juergens Wealth Management first reported a position in Sunoco in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Sunoco position peaked at $3K in Q3 2018.
  • 124 funds tracked by Wall St. Rank held Sunoco as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.