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Allegis Investment Advisors’s Suncor Energy SU Stock Holding History

Allegis Investment Advisors’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
2016
Q1 		– Sell
-180
Closed -$5K – 821
2015
Q4 		$5K Buy
+180
New +$4.97K ﹤0.01% 849

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Allegis Investment Advisors's SU Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Suncor Energy (SU) in Q1 2016, closing a stake of 180 shares — an estimated $5K sold.

Allegis Investment Advisors first reported a position in SU in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 473 funds tracked by Wall St. Rank hold SU as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Suncor Energy position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 180 Suncor Energy shares in Q1 2016, an estimated $5K.
  • Allegis Investment Advisors first reported a position in Suncor Energy in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Suncor Energy position peaked at $5K in Q4 2015.
  • 473 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.