AGF Investments America’s Suncor Energy SU Stock Holding History

AGF Investments America’s Portfolio SU Stock Details SU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-2,000	Closed	-$54K	–	62
2015 Q3	$54K	Sell	2,000 -1,931	-49%	-$51.8K	0.03%	60
2015 Q2	$108K	Sell	3,931 -12,369	-76%	-$374K	0.05%	65
2015 Q1	$476K	Buy	16,300 +300	+2%	+$8.92K	0.23%	48
2014 Q4	$508K	Sell	16,000 -5,300	-25%	-$175K	0.25%	42
2014 Q3	$771K	Buy	21,300 +7,000	+49%	+$281K	0.3%	41
2014 Q2	$610K	Buy	14,300 +300	+2%	+$11.7K	0.24%	41
2014 Q1	$489K	Hold	14,000	–	–	0.19%	38
2013 Q4	$491K	Sell	14,000 -203,300	-94%	-$7.15M	0.17%	34
2013 Q3	$7.76M	Buy	217,300 +67,200	+45%	+$2.24M	2.73%	13
2013 Q2	$4.42M	Buy	+150,100	New	+$4.52M	1.54%	28

Other funds holding SU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

AGF Investments America's SU Position: Q4 2015 in Review

AGF Investments America sold out of Suncor Energy (SU) in Q4 2015, closing a stake of 2,000 shares — an estimated $54K sold.

AGF Investments America first reported a position in SU in Q2 2013 and held it in 10 quarters. The position peaked at $7.76M in Q3 2013. 464 funds tracked by Wall St. Rank hold SU as of Q4 2015.

AGF Investments America reported no remaining Suncor Energy position as of Q4 2015 after selling out during the quarter.
AGF Investments America sold 2,000 Suncor Energy shares in Q4 2015, an estimated $54K.
AGF Investments America first reported a position in Suncor Energy in Q2 2013 and held it in 10 quarters.
AGF Investments America's Suncor Energy position peaked at $7.76M in Q3 2013.
464 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2015.

Based on AGF Investments America's 13F filing for Q4 2015, filed 2 Feb 2016.