TD Capital Management’s Sunoco SUN Stock Holding History

TD Capital 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
2017 Q4	–	Sell	-172	Closed	-$5K	–	255
2017 Q3	$5K	Buy	+172	New	+$5.36K	﹤0.01%	186

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

TD Capital Management's SUN Position: Q4 2017 in Review

TD Capital Management sold out of Sunoco (SUN) in Q4 2017, closing a stake of 172 shares — an estimated $5K sold.

TD Capital Management first reported a position in SUN in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 119 funds tracked by Wall St. Rank hold SUN as of Q4 2017.

TD Capital Management reported no remaining Sunoco position as of Q4 2017 after selling out during the quarter.
TD Capital Management sold 172 Sunoco shares in Q4 2017, an estimated $5K.
TD Capital Management first reported a position in Sunoco in Q3 2017 and held it in 1 quarter.
TD Capital Management's Sunoco position peaked at $5K in Q3 2017.
119 funds tracked by Wall St. Rank held Sunoco as of Q4 2017.

Based on TD Capital Management's 13F filing for Q4 2017, filed 9 Feb 2018.