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LTFS
Ladenburg Thalmann Financial Services’s
Sunoco
SUN
Stock Holding History
Ladenburg Thalmann Financial Services’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
2019
Q4
$1.15M
Buy
37,632
+6,187
+20%
+$195K
0.01%
1187
2019
Q3
$988K
Sell
31,445
-1,772
-5%
-$56.5K
0.01%
1255
2019
Q2
$1.04M
Sell
33,217
-101
-0.3%
-$3.1K
0.01%
1206
2019
Q1
$1.04M
Buy
33,318
+3,023
+10%
+$90K
0.01%
1167
2018
Q4
$823K
Sell
30,295
-4,319
-12%
-$121K
0.01%
1174
2018
Q3
$1.02M
Sell
34,614
-1,397
-4%
-$37.6K
0.01%
1107
2018
Q2
$919K
Hold
36,011
–
–
0.01%
1119
2018
Q1
$919K
Buy
36,011
+8,776
+32%
+$259K
0.01%
1119
2017
Q4
$773K
Buy
27,235
+4,406
+19%
+$133K
0.01%
1240
2017
Q3
$709K
Sell
22,829
-1,247
-5%
-$38.8K
0.01%
1221
2017
Q2
$737K
Sell
24,076
-1,069
-4%
-$31.9K
0.01%
1132
2017
Q1
$604K
Buy
25,145
+6,051
+32%
+$160K
0.01%
1198
2016
Q4
$513K
Buy
19,094
+10,984
+135%
+$286K
0.01%
1233
2016
Q3
$235K
Buy
+8,110
New
+$244K
﹤0.01%
1649
2016
Q2
–
Sell
-10
Closed
–
–
4835
2016
Q1
$0
Buy
+10
New
+$319
﹤0.01%
4800
2015
Q4
–
Sell
-204
Closed
-$7K
–
4779
2015
Q3
$7K
Buy
204
+4
+2%
+$153
﹤0.01%
3760
2015
Q2
$9K
Buy
+200
New
+$9.62K
﹤0.01%
3762
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$653B AUM
32.41%
1-Year Est. Return
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$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
DPIM
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$9.63B AUM
11.3%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
Bessemer Group
Woodbridge, New Jersey
$63.6B AUM
28.76%
1-Year Est. Return
TCA
Tortoise Capital Advisors
Overland Park, Kansas
$9.6B AUM
19.53%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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