Welch Capital Partners’s Sunoco SUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-182,603
Closed -$4.91M 43
2016
Q4
$4.91M Buy
182,603
+34,540
+23% +$929K 1.66% 27
2016
Q3
$4.3M Buy
+148,063
New +$4.3M 1.4% 34