Tiller Private Wealth’s Sunoco SUN Stock Holding History

Tiller Private Wealth’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 Q1	–	Sell	-14,452	Closed	-$389K	–	44
2016 Q4	$389K	Buy	14,452 +1,058	+8%	+$27.6K	0.3%	32
2016 Q3	$389K	Buy	13,394 +481	+4%	+$14.5K	0.33%	29
2016 Q2	$387K	Buy	12,913 +404	+3%	+$13.2K	0.32%	29
2016 Q1	$414K	Buy	12,509 +872	+7%	+$27.8K	0.35%	30
2015 Q4	$461K	Buy	+11,637	New	+$419K	0.44%	26

Other funds holding SUN

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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

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

Tiller Private Wealth's SUN Position: Q1 2017 in Review

Tiller Private Wealth sold out of Sunoco (SUN) in Q1 2017, closing a stake of 14,452 shares — an estimated $389K sold.

Tiller Private Wealth first reported a position in SUN in Q4 2015 and held it in 5 quarters. The position peaked at $461K in Q4 2015. 107 funds tracked by Wall St. Rank hold SUN as of Q1 2017.

Tiller Private Wealth reported no remaining Sunoco position as of Q1 2017 after selling out during the quarter.
Tiller Private Wealth sold 14,452 Sunoco shares in Q1 2017, an estimated $389K.
Tiller Private Wealth first reported a position in Sunoco in Q4 2015 and held it in 5 quarters.
Tiller Private Wealth's Sunoco position peaked at $461K in Q4 2015.
107 funds tracked by Wall St. Rank held Sunoco as of Q1 2017.

Based on Tiller Private Wealth's 13F filing for Q1 2017, filed 25 Apr 2017.