UCFA
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United Capital Financial Advisors’s Sunoco SUN Stock Holding History

United Capital 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
2015
Q4 		– Sell
-7,101
Closed -$240K – 1284
2015
Q3 		$240K Buy
+7,101
New +$272K ﹤0.01% 1112

Other funds holding SUN

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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's SUN Position: Q4 2015 in Review

United Capital Financial Advisors sold out of Sunoco (SUN) in Q4 2015, closing a stake of 7,101 shares — an estimated $240K sold.

United Capital Financial Advisors first reported a position in SUN in Q3 2015 and held it in 1 quarter. The position peaked at $240K in Q3 2015. 106 funds tracked by Wall St. Rank hold SUN as of Q4 2015.

  • United Capital Financial Advisors reported no remaining Sunoco position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 7,101 Sunoco shares in Q4 2015, an estimated $240K.
  • United Capital Financial Advisors first reported a position in Sunoco in Q3 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's Sunoco position peaked at $240K in Q3 2015.
  • 106 funds tracked by Wall St. Rank held Sunoco as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.