MYCIO Wealth Partners’s Sunoco SUN Stock Holding History

MYCIO Wealth Partners’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
2016 Q4	–	Sell	-40	Closed	-$1K	–	593
2016 Q3	$1K	Hold	40	–	–	﹤0.01%	816
2016 Q2	$1K	Buy	+40	New	+$1.31K	﹤0.01%	1029

Other funds holding SUN

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

Citigroup New York $303B AUM 53.02% 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

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

DPIM

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

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

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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MYCIO Wealth Partners's SUN Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Sunoco (SUN) in Q4 2016, closing a stake of 40 shares — an estimated $1K sold.

MYCIO Wealth Partners first reported a position in SUN in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 119 funds tracked by Wall St. Rank hold SUN as of Q4 2016.

MYCIO Wealth Partners reported no remaining Sunoco position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 40 Sunoco shares in Q4 2016, an estimated $1K.
MYCIO Wealth Partners first reported a position in Sunoco in Q2 2016 and held it in 2 quarters.
MYCIO Wealth Partners's Sunoco position peaked at $1K in Q3 2016.
119 funds tracked by Wall St. Rank held Sunoco as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.