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Pin Oak Investment Advisors’s Sunoco SUN Stock Holding History

Pin Oak Investment Advisors’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
2019
Q2 		– Sell
-62
Closed -$2K – 482
2019
Q1 		$2K Hold
62
– – ﹤0.01% 406
2018
Q4 		$2K Hold
62
– – ﹤0.01% 405
2018
Q3 		$2K Hold
62
– – ﹤0.01% 392
2018
Q2 		$2K Hold
62
– – ﹤0.01% 400
2018
Q1 		$2K Sell
62
-1,941
-97% -$57.3K ﹤0.01% 408
2017
Q4 		$57K Buy
+2,003
New +$60.4K 0.04% 180

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pin Oak Investment Advisors's SUN Position: Q2 2019 in Review

Pin Oak Investment Advisors sold out of Sunoco (SUN) in Q2 2019, closing a stake of 62 shares — an estimated $2K sold.

Pin Oak Investment Advisors first reported a position in SUN in Q4 2017 and held it in 6 quarters. The position peaked at $57K in Q4 2017. 131 funds tracked by Wall St. Rank hold SUN as of Q2 2019.

  • Pin Oak Investment Advisors reported no remaining Sunoco position as of Q2 2019 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 62 Sunoco shares in Q2 2019, an estimated $2K.
  • Pin Oak Investment Advisors first reported a position in Sunoco in Q4 2017 and held it in 6 quarters.
  • Pin Oak Investment Advisors's Sunoco position peaked at $57K in Q4 2017.
  • 131 funds tracked by Wall St. Rank held Sunoco as of Q2 2019.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.