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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

O
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
VAIA
Virtus Alternative Investment Advisers Hartford, Connecticut $6.71M AUM 36.98% 1-Year Est. Return