MFW
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Mosaic Family Wealth’s Sunoco SUN Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-2,000
Closed -$62K – 551
2019
Q1 		$62K Hold
2,000
– – 0.03% 292
2018
Q4 		$54K Hold
2,000
– – 0.02% 301
2018
Q3 		$57K Hold
2,000
– – 0.02% 303
2018
Q2 		$50K Hold
2,000
– – 0.02% 310
2018
Q1 		$51K Hold
2,000
– – 0.02% 305
2017
Q4 		$57K Hold
2,000
– – 0.02% 305
2017
Q3 		$62K Hold
2,000
– – 0.02% 314
2017
Q2 		$61K Hold
2,000
– – 0.03% 303
2017
Q1 		$48K Hold
2,000
– – 0.02% 330
2016
Q4 		$54K Buy
+2,000
New +$52.1K 0.02% 310

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return