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Apriem Advisors’s Suncor Energy SU Stock Holding History

Apriem 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
2017
Q2 		– Sell
-29
Closed -$1K – 488
2017
Q1 		$1K Hold
29
– – ﹤0.01% 643
2016
Q4 		$1K Buy
+29
New +$889 ﹤0.01% 679
2015
Q3 		– Sell
-150
Closed -$4K – 593
2015
Q2 		$4K Buy
+150
New +$4.53K ﹤0.01% 530

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Apriem Advisors's SU Position: Q2 2017 in Review

Apriem Advisors sold out of Suncor Energy (SU) in Q2 2017, closing a stake of 29 shares — an estimated $1K sold.

Apriem Advisors first reported a position in SU in Q2 2015 and held it in 3 quarters. The position peaked at $4K in Q2 2015. 495 funds tracked by Wall St. Rank hold SU as of Q2 2017.

  • Apriem Advisors reported no remaining Suncor Energy position as of Q2 2017 after selling out during the quarter.
  • Apriem Advisors sold 29 Suncor Energy shares in Q2 2017, an estimated $1K.
  • Apriem Advisors first reported a position in Suncor Energy in Q2 2015 and held it in 3 quarters.
  • Apriem Advisors's Suncor Energy position peaked at $4K in Q2 2015.
  • 495 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.