Lehman Financial Resources’s Sunoco SUN Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-1,000	Closed	-$33K	–	303
2015 Q3	$33K	Hold	1,000	–	–	0.02%	192
2015 Q2	$45K	Buy	+1,000	New	+$48.1K	0.02%	163

Other funds holding SUN

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Lehman Financial Resources's SUN Position: Q4 2015 in Review

Lehman Financial Resources sold out of Sunoco (SUN) in Q4 2015, closing a stake of 1,000 shares — an estimated $33K sold.

Lehman Financial Resources first reported a position in SUN in Q2 2015 and held it in 2 quarters. The position peaked at $45K in Q2 2015. 106 funds tracked by Wall St. Rank hold SUN as of Q4 2015.

Lehman Financial Resources reported no remaining Sunoco position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 1,000 Sunoco shares in Q4 2015, an estimated $33K.
Lehman Financial Resources first reported a position in Sunoco in Q2 2015 and held it in 2 quarters.
Lehman Financial Resources's Sunoco position peaked at $45K in Q2 2015.
106 funds tracked by Wall St. Rank held Sunoco as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.