LWM
SUN icon

LBA Wealth Management’s Sunoco SUN Stock Holding History

LBA 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
2014
Q4 		– Sell
-63
Closed -$3K – 379
2014
Q3 		$3K Buy
+63
New +$3.33K ﹤0.01% 388

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LBA Wealth Management's SUN Position: Q4 2014 in Review

LBA Wealth Management sold out of Sunoco (SUN) in Q4 2014, closing a stake of 63 shares — an estimated $3K sold.

LBA Wealth Management first reported a position in SUN in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 76 funds tracked by Wall St. Rank hold SUN as of Q4 2014.

  • LBA Wealth Management reported no remaining Sunoco position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 63 Sunoco shares in Q4 2014, an estimated $3K.
  • LBA Wealth Management first reported a position in Sunoco in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Sunoco position peaked at $3K in Q3 2014.
  • 76 funds tracked by Wall St. Rank held Sunoco as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.