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Stanley-Laman Group’s Sunoco SUN Stock Holding History

Stanley-Laman Group’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
Q2 		– Sell
-42,891
Closed -$1.04M – 230
2017
Q1 		$1.04M Buy
42,891
+2,740
+7% +$72.6K 0.28% 98
2016
Q4 		$1.08M Buy
40,151
+28,471
+244% +$741K 0.33% 112
2016
Q3 		$339K Sell
11,680
-5,638
-33% -$169K 0.14% 157
2016
Q2 		$519K Buy
+17,318
New +$567K 0.2% 159

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
Citigroup
Citigroup New York $303B AUM 53.02% 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
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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Stanley-Laman Group's SUN Position: Q2 2017 in Review

Stanley-Laman Group sold out of Sunoco (SUN) in Q2 2017, closing a stake of 42,891 shares — an estimated $1.04M sold.

Stanley-Laman Group first reported a position in SUN in Q2 2016 and held it in 4 quarters. The position peaked at $1.08M in Q4 2016. 113 funds tracked by Wall St. Rank hold SUN as of Q2 2017.

  • Stanley-Laman Group reported no remaining Sunoco position as of Q2 2017 after selling out during the quarter.
  • Stanley-Laman Group sold 42,891 Sunoco shares in Q2 2017, an estimated $1.04M.
  • Stanley-Laman Group first reported a position in Sunoco in Q2 2016 and held it in 4 quarters.
  • Stanley-Laman Group's Sunoco position peaked at $1.08M in Q4 2016.
  • 113 funds tracked by Wall St. Rank held Sunoco as of Q2 2017.

Based on Stanley-Laman Group's 13F filing for Q2 2017, filed 7 Aug 2017.