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Overbrook Management Corp’s Sunoco SUN Stock Holding History

Overbrook Management Corp’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
2015
Q1 		– Sell
-18,357
Closed -$914K – 92
2014
Q4 		$914K Sell
18,357
-249,361
-93% -$11.7M 0.18% 48
2014
Q3 		$14.7M Sell
267,718
-60,726
-18% -$3.21M 2.31% 13
2014
Q2 		$15.4M Sell
328,444
-32,412
-9% -$1.38M 2.75% 14
2014
Q1 		$12.7M Buy
360,856
+5,857
+2% +$204K 2.42% 13
2013
Q4 		$11.8M Buy
354,999
+103,994
+41% +$3.35M 2.23% 15
2013
Q3 		$7.56M Hold
251,005
– – 1.75% 21
2013
Q2 		$7.35M Buy
+251,005
New +$7.59M 1.77% 20

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O
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GA
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Morgan Stanley
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AR
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return