Welch Capital Partners’s Sunoco SUN Stock Holding History

Welch Capital Partners’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
2017 Q1	–	Sell	-182,603	Closed	-$4.91M	–	43
2016 Q4	$4.91M	Buy	182,603 +34,540	+23%	+$899K	1.66%	27
2016 Q3	$4.29M	Buy	+148,063	New	+$4.45M	1.4%	34

Other funds holding SUN

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Welch Capital Partners's SUN Position: Q1 2017 in Review

Welch Capital Partners sold out of Sunoco (SUN) in Q1 2017, closing a stake of 182,603 shares — an estimated $4.91M sold.

Welch Capital Partners first reported a position in SUN in Q3 2016 and held it in 2 quarters. The position peaked at $4.91M in Q4 2016. 107 funds tracked by Wall St. Rank hold SUN as of Q1 2017.

Welch Capital Partners reported no remaining Sunoco position as of Q1 2017 after selling out during the quarter.
Welch Capital Partners sold 182,603 Sunoco shares in Q1 2017, an estimated $4.91M.
Welch Capital Partners first reported a position in Sunoco in Q3 2016 and held it in 2 quarters.
Welch Capital Partners's Sunoco position peaked at $4.91M in Q4 2016.
107 funds tracked by Wall St. Rank held Sunoco as of Q1 2017.

Based on Welch Capital Partners's 13F filing for Q1 2017, filed 10 May 2017.