Alpine Woods Capital Investors’s Suncor Energy SU Stock Holding History

Alpine Woods Capital Investors’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
2013 Q4	–	Sell	-7,650	Closed	-$274K	–	425
2013 Q3	$274K	Hold	7,650	–	–	0.02%	314
2013 Q2	$226K	Buy	+7,650	New	+$230K	0.01%	313

Other funds holding SU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Alpine Woods Capital Investors's SU Position: Q4 2013 in Review

Alpine Woods Capital Investors sold out of Suncor Energy (SU) in Q4 2013, closing a stake of 7,650 shares — an estimated $274K sold.

Alpine Woods Capital Investors first reported a position in SU in Q2 2013 and held it in 2 quarters. The position peaked at $274K in Q3 2013. 499 funds tracked by Wall St. Rank hold SU as of Q4 2013.

Alpine Woods Capital Investors reported no remaining Suncor Energy position as of Q4 2013 after selling out during the quarter.
Alpine Woods Capital Investors sold 7,650 Suncor Energy shares in Q4 2013, an estimated $274K.
Alpine Woods Capital Investors first reported a position in Suncor Energy in Q2 2013 and held it in 2 quarters.
Alpine Woods Capital Investors's Suncor Energy position peaked at $274K in Q3 2013.
499 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2013.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2013, filed 11 Feb 2014.