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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 – 341
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 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
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return