Ropes Wealth Advisors’s Sunoco SUN Stock Holding History

Ropes Wealth 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
2017 Q4	–	Sell	-195	Closed	-$6K	–	815
2017 Q3	$6K	Hold	195	–	–	﹤0.01%	576
2017 Q2	$6K	Buy	+195	New	+$5.82K	﹤0.01%	478

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DPIM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ropes Wealth Advisors's SUN Position: Q4 2017 in Review

Ropes Wealth Advisors sold out of Sunoco (SUN) in Q4 2017, closing a stake of 195 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in SUN in Q2 2017 and held it in 2 quarters. The position peaked at $6K in Q3 2017. 119 funds tracked by Wall St. Rank hold SUN as of Q4 2017.

Ropes Wealth Advisors reported no remaining Sunoco position as of Q4 2017 after selling out during the quarter.
Ropes Wealth Advisors sold 195 Sunoco shares in Q4 2017, an estimated $6K.
Ropes Wealth Advisors first reported a position in Sunoco in Q2 2017 and held it in 2 quarters.
Ropes Wealth Advisors's Sunoco position peaked at $6K in Q3 2017.
119 funds tracked by Wall St. Rank held Sunoco as of Q4 2017.

Based on Ropes Wealth Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.