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BancorpSouth’s Suncor Energy SU Stock Holding History

BancorpSouth’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
Q2 		– Sell
-7,110
Closed -$208K – 253
2015
Q1 		$208K Buy
+7,110
New +$211K 0.02% 237
2014
Q4 		– Sell
-6,257
Closed -$226K – 272
2014
Q3 		$226K Hold
6,257
– – 0.02% 250
2014
Q2 		$267K Buy
+6,257
New +$244K 0.03% 210
2013
Q4 		– Sell
-5,700
Closed -$204K – 248
2013
Q3 		$204K Buy
+5,700
New +$190K 0.02% 222

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

BancorpSouth's SU Position: Q2 2015 in Review

BancorpSouth sold out of Suncor Energy (SU) in Q2 2015, closing a stake of 7,110 shares — an estimated $208K sold.

BancorpSouth first reported a position in SU in Q3 2013 and held it in 4 quarters. The position peaked at $267K in Q2 2014. 486 funds tracked by Wall St. Rank hold SU as of Q2 2015.

  • BancorpSouth reported no remaining Suncor Energy position as of Q2 2015 after selling out during the quarter.
  • BancorpSouth sold 7,110 Suncor Energy shares in Q2 2015, an estimated $208K.
  • BancorpSouth first reported a position in Suncor Energy in Q3 2013 and held it in 4 quarters.
  • BancorpSouth's Suncor Energy position peaked at $267K in Q2 2014.
  • 486 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2015.

Based on BancorpSouth's 13F filing for Q2 2015, filed 13 Aug 2015.