Bell Bank’s Suncor Energy SU Stock Holding History

Bell Bank’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	-7,188	Closed	-$210K	–	151
2015 Q1	$210K	Sell	7,188 -1,965	-21%	-$58.4K	0.15%	147
2014 Q4	$291K	Buy	+9,153	New	+$303K	0.2%	141
2014 Q3	–	Sell	-10,140	Closed	-$432K	–	166
2014 Q2	$432K	Sell	10,140 -2,905	-22%	-$113K	0.3%	128
2014 Q1	$456K	Sell	13,045 -5,091	-28%	-$170K	0.3%	139
2013 Q4	$636K	Sell	18,136 -31,095	-63%	-$1.09M	0.33%	136
2013 Q3	$1.76M	Sell	49,231 -1,140	-2%	-$37.9K	0.62%	64
2013 Q2	$1.49M	Buy	+50,371	New	+$1.52M	0.52%	81

Other funds holding SU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bell Bank's SU Position: Q2 2015 in Review

Bell Bank sold out of Suncor Energy (SU) in Q2 2015, closing a stake of 7,188 shares — an estimated $210K sold.

Bell Bank first reported a position in SU in Q2 2013 and held it in 7 quarters. The position peaked at $1.76M in Q3 2013. 486 funds tracked by Wall St. Rank hold SU as of Q2 2015.

Bell Bank reported no remaining Suncor Energy position as of Q2 2015 after selling out during the quarter.
Bell Bank sold 7,188 Suncor Energy shares in Q2 2015, an estimated $210K.
Bell Bank first reported a position in Suncor Energy in Q2 2013 and held it in 7 quarters.
Bell Bank's Suncor Energy position peaked at $1.76M in Q3 2013.
486 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2015.

Based on Bell Bank's 13F filing for Q2 2015, filed 4 Aug 2015.