Baird’s Suncor Energy SU Stock Holding History

Baird’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 Q1	$2.01M	Buy	68,632 +34,256	+100%	+$1.02M	0.02%	551
2014 Q4	$1.09M	Sell	34,376 -15,974	-32%	-$528K	0.01%	712
2014 Q3	$1.82M	Sell	50,350 -13,227	-21%	-$531K	0.03%	481
2014 Q2	$2.71M	Buy	63,577 +12,922	+26%	+$503K	0.04%	403
2014 Q1	$1.77M	Buy	+50,655	New	+$1.69M	0.03%	495

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Baird's SU Position: Q1 2015 in Review

Baird increased its Suncor Energy (SU) stake by 100% in Q1 2015, buying an estimated $1.02M and bringing the position to 68,632 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #551.

Baird first reported a position in SU in Q1 2014 and has held it in 5 quarters since. The position peaked at $2.71M in Q2 2014. 504 funds tracked by Wall St. Rank hold SU as of Q1 2015.

Baird held 68,632 shares of Suncor Energy worth $2.01M as of Q1 2015.
Baird bought 34,256 Suncor Energy shares in Q1 2015, an estimated $1.02M.
Suncor Energy made up 0.02% of Baird's portfolio in Q1 2015, its #551 holding.
Baird first reported a position in Suncor Energy in Q1 2014 and has held it in 5 quarters since.
Baird's Suncor Energy position peaked at $2.71M in Q2 2014.
504 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.