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Spot Trading’s Sunoco SUN Stock Holding History

Spot Trading’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
Q3 		$132K Buy
+4,251
New +$132K ﹤0.01% 2445
2017
Q2 		– Sell
-24,388
Closed -$727K – 3416
2017
Q1 		$589K Buy
24,388
+19,964
+451% +$529K 0.02% 1132
2016
Q4 		$119K Sell
4,424
-43,131
-91% -$1.12M ﹤0.01% 2145
2016
Q3 		$1.38M Buy
47,555
+46,705
+5,495% +$1.4M 0.03% 864
2016
Q2 		$25K Buy
+850
New +$27.8K ﹤0.01% 2937
2016
Q1 		– Sell
-41,440
Closed -$1.32M – 3940
2015
Q4 		$1.64M Buy
41,440
+31,860
+333% +$1.15M 0.02% 1147
2015
Q3 		$324K Buy
+9,580
New +$366K ﹤0.01% 2348

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Spot Trading's SUN Position: Q3 2017 in Review

Spot Trading opened a new position in Sunoco (SUN) in Q3 2017: 4,251 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #2445 among its holdings. This is a return to the name: Spot Trading previously reported a position in SUN as recently as Q1 2017.

Spot Trading first reported a position in SUN in Q3 2015 and has held it in 7 quarters since. The position peaked at $1.64M in Q4 2015. 107 funds tracked by Wall St. Rank hold SUN as of Q3 2017.

  • Spot Trading held 4,251 shares of Sunoco worth $132K as of Q3 2017.
  • Sunoco was a new Spot Trading position in Q3 2017.
  • Sunoco made up ﹤0.01% of Spot Trading's portfolio in Q3 2017, its #2445 holding.
  • Spot Trading first reported a position in Sunoco in Q3 2015 and has held it in 7 quarters since.
  • Spot Trading's Sunoco position peaked at $1.64M in Q4 2015.
  • 107 funds tracked by Wall St. Rank held Sunoco as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.