Blue Bell Private Wealth Management’s Suncor Energy SU Stock Holding History

Blue Bell Private Wealth Management’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 Q4	–	Sell	-475	Closed	-$13K	–	452
2015 Q3	$13K	Hold	475	–	–	0.01%	351
2015 Q2	$13K	Hold	475	–	–	0.01%	352
2015 Q1	$13K	Hold	475	–	–	0.01%	350
2014 Q4	$15K	Sell	475 -2,660	-85%	-$88K	0.01%	350
2014 Q3	$113K	Hold	3,135	–	–	0.07%	148
2014 Q2	$134K	Hold	3,135	–	–	0.08%	129
2014 Q1	$110K	Hold	3,135	–	–	0.07%	113
2013 Q4	$110K	Buy	+3,135	New	+$110K	0.08%	115

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

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

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

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

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

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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Blue Bell Private Wealth Management's SU Position: Q4 2015 in Review

Blue Bell Private Wealth Management sold out of Suncor Energy (SU) in Q4 2015, closing a stake of 475 shares — an estimated $13K sold.

Blue Bell Private Wealth Management first reported a position in SU in Q4 2013 and held it in 8 quarters. The position peaked at $134K in Q2 2014. 465 funds tracked by Wall St. Rank hold SU as of Q4 2015.

Blue Bell Private Wealth Management reported no remaining Suncor Energy position as of Q4 2015 after selling out during the quarter.
Blue Bell Private Wealth Management sold 475 Suncor Energy shares in Q4 2015, an estimated $13K.
Blue Bell Private Wealth Management first reported a position in Suncor Energy in Q4 2013 and held it in 8 quarters.
Blue Bell Private Wealth Management's Suncor Energy position peaked at $134K in Q2 2014.
465 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2015.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2015, filed 21 Jan 2016.