Sumitomo Mitsui Trust Group’s CrossAmerica Partners CAPL Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-15,000	Closed	-$272K	–	927
2018 Q3	$272K	Hold	15,000	–	–	﹤0.01%	877
2018 Q2	$253K	Hold	15,000	–	–	﹤0.01%	876
2018 Q1	$308K	Hold	15,000	–	–	﹤0.01%	868
2017 Q4	$356K	Hold	15,000	–	–	﹤0.01%	865
2017 Q3	$409K	Hold	15,000	–	–	﹤0.01%	862
2017 Q2	$383K	Hold	15,000	–	–	﹤0.01%	848
2017 Q1	$393K	Hold	15,000	–	–	﹤0.01%	832
2016 Q4	$378K	Hold	15,000	–	–	﹤0.01%	833
2016 Q3	$381K	Hold	15,000	–	–	﹤0.01%	818
2016 Q2	$368K	Hold	15,000	–	–	﹤0.01%	809
2016 Q1	$365K	Buy	+15,000	New	+$331K	﹤0.01%	836
2015 Q3	–	Sell	-11,000	Closed	-$311K	–	875
2015 Q2	$311K	Hold	11,000	–	–	﹤0.01%	866
2015 Q1	$358K	Hold	11,000	–	–	﹤0.01%	845
2014 Q4	$424K	Buy	+11,000	New	+$380K	﹤0.01%	830

Other funds holding CAPL

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MOACM

Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group's CAPL Position: Q4 2018 in Review

Sumitomo Mitsui Trust Group sold out of CrossAmerica Partners (CAPL) in Q4 2018, closing a stake of 15,000 shares — an estimated $272K sold.

Sumitomo Mitsui Trust Group first reported a position in CAPL in Q4 2014 and held it in 14 quarters. The position peaked at $424K in Q4 2014. 40 funds tracked by Wall St. Rank hold CAPL as of Q4 2018.

Sumitomo Mitsui Trust Group reported no remaining CrossAmerica Partners position as of Q4 2018 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 15,000 CrossAmerica Partners shares in Q4 2018, an estimated $272K.
Sumitomo Mitsui Trust Group first reported a position in CrossAmerica Partners in Q4 2014 and held it in 14 quarters.
Sumitomo Mitsui Trust Group's CrossAmerica Partners position peaked at $424K in Q4 2014.
40 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q4 2018.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2018, filed 6 Feb 2019.