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Trafelet Capital Management’s Sunoco SUN Stock Holding History

Trafelet 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
2014
Q4 		– Sell
-125,000
Closed -$6.88M – 18
2014
Q3 		$6.88M Hold
125,000
– – 5.5% 7
2014
Q2 		$5.87M Buy
+125,000
New +$5.33M 4.57% 9
2014
Q1 		– Sell
-253,698
Closed -$8.4M – 16
2013
Q4 		$8.4M Hold
253,698
– – 7.15% 4
2013
Q3 		$7.64M Hold
253,698
– – 5.52% 8
2013
Q2 		$7.43M Buy
+253,698
New +$7.67M 4.75% 8

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O
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Morgan Stanley
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ClearBridge Investments
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AR
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GA
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Bank of America
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DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return