Taylor Hoffman Wealth Management’s Sunoco SUN Stock Holding History

Taylor Hoffman Wealth Management’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 Q3	–	Sell	-1,200	Closed	-$27K	–	325
2020 Q2	$27K	Buy	+1,200	New	+$27.9K	0.02%	239
2020 Q1	–	Sell	-1,200	Closed	-$37K	–	340
2019 Q4	$37K	Hold	1,200	–	–	0.02%	230
2019 Q3	$38K	Hold	1,200	–	–	0.03%	227
2019 Q2	$38K	Hold	1,200	–	–	0.03%	209
2019 Q1	$37K	Hold	1,200	–	–	0.03%	214
2018 Q4	$33K	Hold	1,200	–	–	0.03%	204
2018 Q3	$35K	Hold	1,200	–	–	0.03%	208
2018 Q2	$30K	Hold	1,200	–	–	0.03%	210
2018 Q1	$31K	Hold	1,200	–	–	0.03%	213
2017 Q4	$34K	Buy	+1,200	New	+$36.2K	0.03%	210

Other funds holding SUN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 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

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

DPIM

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

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Taylor Hoffman Wealth Management's SUN Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Sunoco (SUN) in Q3 2020, closing a stake of 1,200 shares — an estimated $27K sold.

Taylor Hoffman Wealth Management first reported a position in SUN in Q4 2017 and held it in 10 quarters. The position peaked at $38K in Q3 2019. 131 funds tracked by Wall St. Rank hold SUN as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Sunoco position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 1,200 Sunoco shares in Q3 2020, an estimated $27K.
Taylor Hoffman Wealth Management first reported a position in Sunoco in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Sunoco position peaked at $38K in Q3 2019.
131 funds tracked by Wall St. Rank held Sunoco as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.