BHF Kleinwort Benson Group’s Suncor Energy SU Stock Holding History

BHF Kleinwort Benson Group’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
2014 Q3	–	Sell	-50,000	Closed	-$1.56M	–	567
2014 Q2	$1.56M	Hold	50,000	–	–	0.05%	215
2014 Q1	$1.25M	Buy	+50,000	New	+$1.67M	0.04%	245
2013 Q4	–	Sell	-770	Closed	-$28K	–	300
2013 Q3	$28K	Hold	770	–	–	﹤0.01%	257
2013 Q2	$24K	Buy	+770	New	+$23.2K	﹤0.01%	249

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

BHF Kleinwort Benson Group's SU Position: Q3 2014 in Review

BHF Kleinwort Benson Group sold out of Suncor Energy (SU) in Q3 2014, closing a stake of 50,000 shares — an estimated $1.56M sold.

BHF Kleinwort Benson Group first reported a position in SU in Q2 2013 and held it in 4 quarters. The position peaked at $1.56M in Q2 2014. 532 funds tracked by Wall St. Rank hold SU as of Q3 2014.

BHF Kleinwort Benson Group reported no remaining Suncor Energy position as of Q3 2014 after selling out during the quarter.
BHF Kleinwort Benson Group sold 50,000 Suncor Energy shares in Q3 2014, an estimated $1.56M.
BHF Kleinwort Benson Group first reported a position in Suncor Energy in Q2 2013 and held it in 4 quarters.
BHF Kleinwort Benson Group's Suncor Energy position peaked at $1.56M in Q2 2014.
532 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2014.

Based on BHF Kleinwort Benson Group's 13F filing for Q3 2014, filed 20 Feb 2015.