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MCF Advisors’s Sunoco SUN Stock Holding History

MCF Advisors’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
Q3 		– Sell
-100
Closed -$5K – 466
2014
Q2 		$5K Buy
+100
New +$4.26K ﹤0.01% 358

Other funds holding SUN

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
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
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
OMC
Overbrook Management Corp New York $663M AUM 35.04% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
1IC
1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return

MCF Advisors's SUN Position: Q3 2014 in Review

MCF Advisors sold out of Sunoco (SUN) in Q3 2014, closing a stake of 100 shares — an estimated $5K sold.

MCF Advisors first reported a position in SUN in Q2 2014 and held it in 1 quarter. The position peaked at $5K in Q2 2014. 57 funds tracked by Wall St. Rank hold SUN as of Q3 2014.

  • MCF Advisors reported no remaining Sunoco position as of Q3 2014 after selling out during the quarter.
  • MCF Advisors sold 100 Sunoco shares in Q3 2014, an estimated $5K.
  • MCF Advisors first reported a position in Sunoco in Q2 2014 and held it in 1 quarter.
  • MCF Advisors's Sunoco position peaked at $5K in Q2 2014.
  • 57 funds tracked by Wall St. Rank held Sunoco as of Q3 2014.

Based on MCF Advisors's 13F filing for Q3 2014, filed 24 Oct 2014.