Lake Street Advisors Group’s Sunoco SUN Stock Holding History

Lake Street Advisors Group’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 Q1	–	Sell	-9,105	Closed	-$259K	–	348
2017 Q4	$259K	Buy	+9,105	New	+$275K	0.03%	258

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DPIM

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Lake Street Advisors Group's SUN Position: Q1 2018 in Review

Lake Street Advisors Group sold out of Sunoco (SUN) in Q1 2018, closing a stake of 9,105 shares — an estimated $259K sold.

Lake Street Advisors Group first reported a position in SUN in Q4 2017 and held it in 1 quarter. The position peaked at $259K in Q4 2017. 109 funds tracked by Wall St. Rank hold SUN as of Q1 2018.

Lake Street Advisors Group reported no remaining Sunoco position as of Q1 2018 after selling out during the quarter.
Lake Street Advisors Group sold 9,105 Sunoco shares in Q1 2018, an estimated $259K.
Lake Street Advisors Group first reported a position in Sunoco in Q4 2017 and held it in 1 quarter.
Lake Street Advisors Group's Sunoco position peaked at $259K in Q4 2017.
109 funds tracked by Wall St. Rank held Sunoco as of Q1 2018.

Based on Lake Street Advisors Group's 13F filing for Q1 2018, filed 14 May 2018.