WFG Advisors’s Sunoco SUN Stock Holding History

WFG 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
2017 Q2	$6K	Hold	200	–	–	﹤0.01%	1258
2017 Q1	$5K	Buy	+200	New	+$5.3K	﹤0.01%	1226

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

WFG Advisors's SUN Position: Q2 2017 in Review

WFG Advisors held its Sunoco (SUN) position steady in Q2 2017 at 200 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

WFG Advisors first reported a position in SUN in Q1 2017 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold SUN as of Q2 2017.

WFG Advisors held 200 shares of Sunoco worth $6K as of Q2 2017.
WFG Advisors left its Sunoco share count unchanged in Q2 2017.
Sunoco made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1258 holding.
WFG Advisors first reported a position in Sunoco in Q1 2017 and has held it in 2 quarters since.
113 funds tracked by Wall St. Rank held Sunoco as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.