AWS
SU icon

Aris Wealth Services’s Suncor Energy SU Stock Holding History

Aris Wealth Services’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
Q3 		$2K Hold
58
– – ﹤0.01% 331
2015
Q2 		$2K Hold
58
– – ﹤0.01% 467
2015
Q1 		$2K Buy
+58
New +$1.72K ﹤0.01% 483

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 Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aris Wealth Services's SU Position: Q3 2015 in Review

Aris Wealth Services held its Suncor Energy (SU) position steady in Q3 2015 at 58 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Aris Wealth Services first reported a position in SU in Q1 2015 and has held it in 3 quarters since. 466 funds tracked by Wall St. Rank hold SU as of Q3 2015.

  • Aris Wealth Services held 58 shares of Suncor Energy worth $2K as of Q3 2015.
  • Aris Wealth Services left its Suncor Energy share count unchanged in Q3 2015.
  • Suncor Energy made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #331 holding.
  • Aris Wealth Services first reported a position in Suncor Energy in Q1 2015 and has held it in 3 quarters since.
  • 466 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.