Payden & Rygel’s Sunoco SUN Stock Holding History

Payden & Rygel’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
2013 Q4	–	Sell	-68,700	Closed	-$2.07M	–	266
2013 Q3	$2.07M	Sell	68,700 -4,000	-6%	-$120K	0.74%	57
2013 Q2	$2.13M	Buy	+72,700	New	+$2.2M	0.83%	63

Other funds holding SUN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

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

MCP

Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

OMC

Overbrook Management Corp New York $663M AUM 35.04% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

TCM

Trafelet Capital Management New York $11.8M AUM 13.32% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

1IC

1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return

Payden & Rygel's SUN Position: Q4 2013 in Review

Payden & Rygel sold out of Sunoco (SUN) in Q4 2013, closing a stake of 68,700 shares — an estimated $2.07M sold.

Payden & Rygel first reported a position in SUN in Q2 2013 and held it in 2 quarters. The position peaked at $2.13M in Q2 2013. 41 funds tracked by Wall St. Rank hold SUN as of Q4 2013.

Payden & Rygel reported no remaining Sunoco position as of Q4 2013 after selling out during the quarter.
Payden & Rygel sold 68,700 Sunoco shares in Q4 2013, an estimated $2.07M.
Payden & Rygel first reported a position in Sunoco in Q2 2013 and held it in 2 quarters.
Payden & Rygel's Sunoco position peaked at $2.13M in Q2 2013.
41 funds tracked by Wall St. Rank held Sunoco as of Q4 2013.

Based on Payden & Rygel's 13F filing for Q4 2013, filed 10 Feb 2014.