Peak Capital Management’s Sunoco SUN Stock Holding History

Peak Capital Management’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
2018 Q3	–	Sell	-3,166	Closed	-$79K	–	155
2018 Q2	$79K	Buy	+3,166	New	+$84.1K	0.05%	69
2018 Q1	–	Sell	-34,062	Closed	-$1.06M	–	96
2017 Q4	$1.06M	Sell	34,062 -282	-0.8%	-$8.5K	0.72%	32
2017 Q3	$1.07M	Sell	34,344 -8,874	-21%	-$276K	0.71%	32
2017 Q2	$1.32M	Buy	+43,218	New	+$1.29M	0.74%	33

Other funds holding SUN

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DPIM

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

Morgan Stanley New York $1.89T AUM 35.08% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return

VAIA

Virtus Alternative Investment Advisers Hartford, Connecticut $6.71M AUM 36.98% 1-Year Est. Return

Peak Capital Management's SUN Position: Q3 2018 in Review

Peak Capital Management sold out of Sunoco (SUN) in Q3 2018, closing a stake of 3,166 shares — an estimated $79K sold.

Peak Capital Management first reported a position in SUN in Q2 2017 and held it in 4 quarters. The position peaked at $1.32M in Q2 2017. 128 funds tracked by Wall St. Rank hold SUN as of Q3 2018.

Peak Capital Management reported no remaining Sunoco position as of Q3 2018 after selling out during the quarter.
Peak Capital Management sold 3,166 Sunoco shares in Q3 2018, an estimated $79K.
Peak Capital Management first reported a position in Sunoco in Q2 2017 and held it in 4 quarters.
Peak Capital Management's Sunoco position peaked at $1.32M in Q2 2017.
128 funds tracked by Wall St. Rank held Sunoco as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.