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BlackRock Institutional Trust’s Suncor Energy SU Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$20.3M Buy
620,390
+129,520
+26% +$3.97M ﹤0.01% 1954
2016
Q3 		$13.6M Buy
490,870
+153,760
+46% +$4.2M ﹤0.01% 2141
2016
Q2 		$9.35M Buy
337,110
+332,796
+7,714% +$9.12M ﹤0.01% 2327
2016
Q1 		$120K Sell
4,314
-102,946
-96% -$2.49M ﹤0.01% 3690
2015
Q4 		$2.77M Sell
107,260
-80,567
-43% -$2.22M ﹤0.01% 2983
2015
Q3 		$5.02M Buy
187,827
+12,480
+7% +$335K ﹤0.01% 2717
2015
Q2 		$4.83M Sell
175,347
-211,390
-55% -$6.39M ﹤0.01% 2779
2015
Q1 		$11.3M Sell
386,737
-230,758
-37% -$6.86M ﹤0.01% 2323
2014
Q4 		$19.6M Buy
617,495
+171,342
+38% +$5.67M ﹤0.01% 1923
2014
Q3 		$16.1M Buy
446,153
+291,892
+189% +$11.7M ﹤0.01% 2016
2014
Q2 		$6.58M Sell
154,261
-982,428
-86% -$38.3M ﹤0.01% 2642
2014
Q1 		$39.7M Buy
1,136,689
+523,411
+85% +$17.4M 0.01% 1462
2013
Q4 		$21.5M Buy
613,278
+420,722
+218% +$14.8M ﹤0.01% 1890
2013
Q3 		$6.89M Sell
192,556
-36,090
-16% -$1.2M ﹤0.01% 2563
2013
Q2 		$6.74M Buy
+228,646
New +$6.89M ﹤0.01% 2540

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BlackRock Institutional Trust's SU Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Suncor Energy (SU) stake by 26% in Q4 2016, buying an estimated $3.97M and bringing the position to 620,390 shares worth $20.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

BlackRock Institutional Trust first reported a position in SU in Q2 2013 and has held it in 15 quarters since. The position peaked at $39.7M in Q1 2014. 495 funds tracked by Wall St. Rank hold SU as of Q4 2016.

  • BlackRock Institutional Trust held 620,390 shares of Suncor Energy worth $20.3M as of Q4 2016.
  • BlackRock Institutional Trust bought 129,520 Suncor Energy shares in Q4 2016, an estimated $3.97M.
  • Suncor Energy made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1954 holding.
  • BlackRock Institutional Trust first reported a position in Suncor Energy in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Suncor Energy position peaked at $39.7M in Q1 2014.
  • 495 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.