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Disclosery

Geneva Advisors, LLC: SUN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneva Advisors, LLC on SUN, newest first. How the timeline and the estimate are built.

Geneva Advisors, LLC held 0 SUN shares at 2016-12-31 per its 13F-HR filed 2017-02-10.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 0 shares
    Change vs previous 13F -11,400 shares

    13F-HR 0001144204-17-007302 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2016-09-30
    13F 11,400 shares
    Change vs previous 13F -305,086 shares

    0.01% of the 13F portfolio, value $331,000.

    13F-HR 0001144204-16-132719 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-06-30
    13F 316,486 shares
    Change vs previous 13F -40,321 shares

    0.19% of the 13F portfolio, value $9,479,000.

    13F-HR 0001144204-16-117161 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-03-31
    13F 356,807 shares
    Change vs previous 13F -254,418 shares

    0.24% of the 13F portfolio, value $11,821,000.

    13F-HR 0001144204-16-098533 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2015-12-31
    13F 611,225 shares
    Change vs previous 13F -107,442 shares

    0.47% of the 13F portfolio, value $24,211,000.

    13F-HR 0001144204-16-078984 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2015-09-30
    13F 718,667 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $24,327,000.

    13F-HR 0001144204-15-062408 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).