Koch Industries’s Sunoco SUN Stock Holding History

Koch Industries’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 Q2	–	Sell	-15,137	Closed	-$386K	–	562
2018 Q1	$386K	Sell	15,137 -3,060	-17%	-$90.3K	0.04%	525
2017 Q4	$517K	Buy	+18,197	New	+$549K	0.08%	223
2017 Q1	–	Sell	-7,930	Closed	-$213K	–	284
2016 Q4	$213K	Buy	+7,930	New	+$207K	0.49%	40

Other funds holding SUN

OppenheimerFunds New York $80.4B AUM 15.1% 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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Koch Industries's SUN Position: Q2 2018 in Review

Koch Industries sold out of Sunoco (SUN) in Q2 2018, closing a stake of 15,137 shares — an estimated $386K sold.

Koch Industries first reported a position in SUN in Q4 2016 and held it in 3 quarters. The position peaked at $517K in Q4 2017. 128 funds tracked by Wall St. Rank hold SUN as of Q2 2018.

Koch Industries reported no remaining Sunoco position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 15,137 Sunoco shares in Q2 2018, an estimated $386K.
Koch Industries first reported a position in Sunoco in Q4 2016 and held it in 3 quarters.
Koch Industries's Sunoco position peaked at $517K in Q4 2017.
128 funds tracked by Wall St. Rank held Sunoco as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.