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Boston Family Office’s Suncor Energy SU Stock Holding History

Boston Family Office’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
-4,700
Closed -$200K – 259
2014
Q2 		$200K Buy
+4,700
New +$183K 0.03% 261

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIBC World Market
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

Boston Family Office's SU Position: Q3 2014 in Review

Boston Family Office sold out of Suncor Energy (SU) in Q3 2014, closing a stake of 4,700 shares — an estimated $200K sold.

Boston Family Office first reported a position in SU in Q2 2014 and held it in 1 quarter. The position peaked at $200K in Q2 2014. 532 funds tracked by Wall St. Rank hold SU as of Q3 2014.

  • Boston Family Office reported no remaining Suncor Energy position as of Q3 2014 after selling out during the quarter.
  • Boston Family Office sold 4,700 Suncor Energy shares in Q3 2014, an estimated $200K.
  • Boston Family Office first reported a position in Suncor Energy in Q2 2014 and held it in 1 quarter.
  • Boston Family Office's Suncor Energy position peaked at $200K in Q2 2014.
  • 532 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2014.

Based on Boston Family Office's 13F filing for Q3 2014, filed 31 Oct 2014.