Zions Bancorporation’s Sunoco SUN Stock Holding History

Zions Bancorporation’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
2020 Q1	–	Sell	-433	Closed	-$13K	–	979
2019 Q4	$13K	Sell	433 -1,128	-72%	-$35.5K	﹤0.01%	683
2019 Q3	$49K	Hold	1,561	–	–	0.01%	425
2019 Q2	$49K	Hold	1,561	–	–	0.01%	389
2019 Q1	$49K	Sell	1,561 -60	-4%	-$1.79K	0.01%	422
2018 Q4	$44K	Sell	1,621 -675	-29%	-$18.8K	0.03%	179
2018 Q3	$68K	Sell	2,296 -735	-24%	-$19.8K	0.02%	286
2018 Q2	$76K	Buy	+3,031	New	+$80.5K	0.05%	138
2018 Q1	–	Sell	-7,200	Closed	-$204K	–	672
2017 Q4	$204K	Hold	7,200	–	–	0.04%	155
2017 Q3	$224K	Hold	7,200	–	–	0.03%	246
2017 Q2	$220K	Buy	+7,200	New	+$215K	0.04%	141

Other funds holding SUN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

DPIM

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

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Zions Bancorporation's SUN Position: Q1 2020 in Review

Zions Bancorporation sold out of Sunoco (SUN) in Q1 2020, closing a stake of 433 shares — an estimated $13K sold.

Zions Bancorporation first reported a position in SUN in Q2 2017 and held it in 10 quarters. The position peaked at $224K in Q3 2017. 129 funds tracked by Wall St. Rank hold SUN as of Q1 2020.

Zions Bancorporation reported no remaining Sunoco position as of Q1 2020 after selling out during the quarter.
Zions Bancorporation sold 433 Sunoco shares in Q1 2020, an estimated $13K.
Zions Bancorporation first reported a position in Sunoco in Q2 2017 and held it in 10 quarters.
Zions Bancorporation's Sunoco position peaked at $224K in Q3 2017.
129 funds tracked by Wall St. Rank held Sunoco as of Q1 2020.

Based on Zions Bancorporation's 13F filing for Q1 2020, filed 15 May 2020.