LPWM
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Lake Point Wealth Management’s Sunoco SUN Stock Holding History

Lake Point 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
2019
Q2 		$235K Hold
7,500
– – 0.08% 34
2019
Q1 		$235K Sell
7,500
-900
-11% -$26.8K 0.08% 34
2018
Q4 		$228K Buy
+8,400
New +$234K 0.09% 132

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lake Point Wealth Management's SUN Position: Q2 2019 in Review

Lake Point Wealth Management held its Sunoco (SUN) position steady in Q2 2019 at 7,500 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #34.

Lake Point Wealth Management first reported a position in SUN in Q4 2018 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold SUN as of Q2 2019.

  • Lake Point Wealth Management held 7,500 shares of Sunoco worth $235K as of Q2 2019.
  • Lake Point Wealth Management left its Sunoco share count unchanged in Q2 2019.
  • Sunoco made up 0.08% of Lake Point Wealth Management's portfolio in Q2 2019, its #34 holding.
  • Lake Point Wealth Management first reported a position in Sunoco in Q4 2018 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held Sunoco as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.