OC
SUN icon

Oakworth Capital’s Sunoco SUN Stock Holding History

Oakworth Capital’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
Q1 		– Sell
-635
Closed -$15K – 667
2016
Q4 		$15K Buy
+635
New +$16.5K ﹤0.01% 418

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oakworth Capital's SUN Position: Q1 2017 in Review

Oakworth Capital sold out of Sunoco (SUN) in Q1 2017, closing a stake of 635 shares — an estimated $15K sold.

Oakworth Capital first reported a position in SUN in Q4 2016 and held it in 1 quarter. The position peaked at $15K in Q4 2016. 107 funds tracked by Wall St. Rank hold SUN as of Q1 2017.

  • Oakworth Capital reported no remaining Sunoco position as of Q1 2017 after selling out during the quarter.
  • Oakworth Capital sold 635 Sunoco shares in Q1 2017, an estimated $15K.
  • Oakworth Capital first reported a position in Sunoco in Q4 2016 and held it in 1 quarter.
  • Oakworth Capital's Sunoco position peaked at $15K in Q4 2016.
  • 107 funds tracked by Wall St. Rank held Sunoco as of Q1 2017.

Based on Oakworth Capital's 13F filing for Q1 2017, filed 26 Apr 2017.