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WealthTrust-Arizona’s Sunoco SUN Stock Holding History

WealthTrust-Arizona’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
Q4 		– Sell
-600
Closed -$17K – 645
2016
Q3 		$17K Hold
600
– – 0.01% 281
2016
Q2 		$18K Buy
+600
New +$19.6K 0.01% 254
2014
Q2 		– Sell
-500
Closed -$18K – 704
2014
Q1 		$18K Buy
+500
New +$17.4K 0.02% 317

Other funds holding SUN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WealthTrust-Arizona's SUN Position: Q4 2016 in Review

WealthTrust-Arizona sold out of Sunoco (SUN) in Q4 2016, closing a stake of 600 shares — an estimated $17K sold.

WealthTrust-Arizona first reported a position in SUN in Q1 2014 and held it in 3 quarters. The position peaked at $18K in Q2 2016. 119 funds tracked by Wall St. Rank hold SUN as of Q4 2016.

  • WealthTrust-Arizona reported no remaining Sunoco position as of Q4 2016 after selling out during the quarter.
  • WealthTrust-Arizona sold 600 Sunoco shares in Q4 2016, an estimated $17K.
  • WealthTrust-Arizona first reported a position in Sunoco in Q1 2014 and held it in 3 quarters.
  • WealthTrust-Arizona's Sunoco position peaked at $18K in Q2 2016.
  • 119 funds tracked by Wall St. Rank held Sunoco as of Q4 2016.

Based on WealthTrust-Arizona's 13F filing for Q4 2016, filed 17 Jan 2017.