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Transamerica Financial Advisors’s Sunoco SUN Stock Holding History

Transamerica Financial Advisors’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
2016
Q1 		– Sell
-50
Closed -$2K – 850
2015
Q4 		$2K Hold
50
– – ﹤0.01% 708
2015
Q3 		$2K Buy
+50
New +$1.91K ﹤0.01% 702

Other funds holding SUN

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.1% 1-Year Est. Return

Transamerica Financial Advisors's SUN Position: Q1 2016 in Review

Transamerica Financial Advisors sold out of Sunoco (SUN) in Q1 2016, closing a stake of 50 shares — an estimated $2K sold.

Transamerica Financial Advisors first reported a position in SUN in Q3 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2015. 103 funds tracked by Wall St. Rank hold SUN as of Q1 2016.

  • Transamerica Financial Advisors reported no remaining Sunoco position as of Q1 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 50 Sunoco shares in Q1 2016, an estimated $2K.
  • Transamerica Financial Advisors first reported a position in Sunoco in Q3 2015 and held it in 2 quarters.
  • Transamerica Financial Advisors's Sunoco position peaked at $2K in Q4 2015.
  • 103 funds tracked by Wall St. Rank held Sunoco as of Q1 2016.

Based on Transamerica Financial Advisors's 13F filing for Q1 2016, filed 21 Apr 2016.