U
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UBS’s Sunoco SUN Stock Holding History

UBS’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
Q3 		$12.6M Sell
229,347
-15,460
-6% -$816K 0.01% 1270
2014
Q2 		$11.5M Buy
244,807
+221,329
+943% +$9.43M 0.01% 1256
2014
Q1 		$825K Buy
23,478
+8,121
+53% +$283K ﹤0.01% 3687
2013
Q4 		$508K Buy
15,357
+2,877
+23% +$92.7K ﹤0.01% 4322
2013
Q3 		$376K Buy
12,480
+4,465
+56% +$134K ﹤0.01% 4471
2013
Q2 		$235K Buy
+8,015
New +$242K ﹤0.01% 4923

Other funds holding SUN

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
OMC
Overbrook Management Corp New York $529M AUM 31.5% 1-Year Est. Return
1IC
1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return
TCM
Trafelet Capital Management New York $11.8M AUM 13.32% 1-Year Est. Return