Taylor Wealth Management Partners’s Sunoco SUN Stock Holding History

Taylor Wealth Management Partners’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 Q4	–	Sell	-500	Closed	-$16K	–	160
2017 Q3	$16K	Hold	500	–	–	0.01%	120
2017 Q2	$15K	Hold	500	–	–	0.01%	122
2017 Q1	$12K	Hold	500	–	–	0.01%	130
2016 Q4	$13K	Hold	500	–	–	0.01%	129
2016 Q3	$15K	Sell	500 -140,847	-100%	-$4.23M	0.01%	116
2016 Q2	$4.23M	Buy	141,347 +49,380	+54%	+$1.62M	1.7%	30
2016 Q1	$3.05M	Sell	91,967 -84,870	-48%	-$2.71M	1.44%	29
2015 Q4	$7M	Sell	176,837 -52,879	-23%	-$1.9M	3.02%	14
2015 Q3	$7.78M	Buy	229,716 +32,886	+17%	+$1.26M	3.75%	12
2015 Q2	$8.92M	Sell	196,830 -300	-0.2%	-$14.4K	2.85%	15
2015 Q1	$10.1M	Buy	+197,130	New	+$9.97M	3.18%	8

Other funds holding SUN

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 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

Taylor Wealth Management Partners's SUN Position: Q4 2017 in Review

Taylor Wealth Management Partners sold out of Sunoco (SUN) in Q4 2017, closing a stake of 500 shares — an estimated $16K sold.

Taylor Wealth Management Partners first reported a position in SUN in Q1 2015 and held it in 11 quarters. The position peaked at $10.1M in Q1 2015. 119 funds tracked by Wall St. Rank hold SUN as of Q4 2017.

Taylor Wealth Management Partners reported no remaining Sunoco position as of Q4 2017 after selling out during the quarter.
Taylor Wealth Management Partners sold 500 Sunoco shares in Q4 2017, an estimated $16K.
Taylor Wealth Management Partners first reported a position in Sunoco in Q1 2015 and held it in 11 quarters.
Taylor Wealth Management Partners's Sunoco position peaked at $10.1M in Q1 2015.
119 funds tracked by Wall St. Rank held Sunoco as of Q4 2017.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2017, filed 1 Feb 2018.