SMFS
SUN icon

Squar Milner Financial Services’s Sunoco SUN Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-405
Closed -$6K – 654
2020
Q1 		$6K Hold
405
– – ﹤0.01% 588
2019
Q4 		$12K Buy
+405
New +$12.8K 0.01% 570
2019
Q3 		– Sell
-405
Closed -$13K – 653
2019
Q2 		$13K Hold
405
– – 0.01% 497
2019
Q1 		$12K Hold
405
– – 0.01% 491
2018
Q4 		$11K Hold
405
– – 0.01% 462
2018
Q3 		$12K Hold
405
– – 0.01% 470
2018
Q2 		$10K Buy
+405
New +$10.8K 0.01% 591

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

Squar Milner Financial Services's SUN Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Sunoco (SUN) in Q2 2020, closing a stake of 405 shares — an estimated $6K sold.

Squar Milner Financial Services first reported a position in SUN in Q2 2018 and held it in 7 quarters. The position peaked at $13K in Q2 2019. 134 funds tracked by Wall St. Rank hold SUN as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Sunoco position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 405 Sunoco shares in Q2 2020, an estimated $6K.
  • Squar Milner Financial Services first reported a position in Sunoco in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Sunoco position peaked at $13K in Q2 2019.
  • 134 funds tracked by Wall St. Rank held Sunoco as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.