Meridian Wealth Management’s Sunoco SUN Stock Holding History

Meridian 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
2017 Q3	–	Sell	-9,075	Closed	-$278K	–	178
2017 Q2	$278K	Buy	+9,075	New	+$271K	0.18%	128

Other funds holding SUN

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

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

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

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

Citigroup New York $303B AUM 53.02% 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

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

DPIM

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

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

Meridian Wealth Management's SUN Position: Q3 2017 in Review

Meridian Wealth Management sold out of Sunoco (SUN) in Q3 2017, closing a stake of 9,075 shares — an estimated $278K sold.

Meridian Wealth Management first reported a position in SUN in Q2 2017 and held it in 1 quarter. The position peaked at $278K in Q2 2017. 107 funds tracked by Wall St. Rank hold SUN as of Q3 2017.

Meridian Wealth Management reported no remaining Sunoco position as of Q3 2017 after selling out during the quarter.
Meridian Wealth Management sold 9,075 Sunoco shares in Q3 2017, an estimated $278K.
Meridian Wealth Management first reported a position in Sunoco in Q2 2017 and held it in 1 quarter.
Meridian Wealth Management's Sunoco position peaked at $278K in Q2 2017.
107 funds tracked by Wall St. Rank held Sunoco as of Q3 2017.

Based on Meridian Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.