Boston Private Bank & Trust’s Suncor Energy SU Stock Holding History

Boston Private Bank & 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
2015 Q1	$17K	Sell	573 -8,500	-94%	-$253K	﹤0.01%	756
2014 Q4	$288K	Sell	9,073 -116	-1%	-$3.84K	0.01%	353
2014 Q3	$332K	Hold	9,189	–	–	0.02%	340
2014 Q2	$392K	Hold	9,189	–	–	0.02%	319
2014 Q1	$321K	Sell	9,189 -615	-6%	-$20.5K	0.02%	342
2013 Q4	$344K	Buy	9,804 +965	+11%	+$33.9K	0.02%	335
2013 Q3	$316K	Hold	8,839	–	–	0.02%	325
2013 Q2	$261K	Buy	+8,839	New	+$266K	0.02%	338

Other funds holding SU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Boston Private Bank & Trust's SU Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Suncor Energy (SU) stake by 94% in Q1 2015, selling an estimated $253K and leaving 573 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Boston Private Bank & Trust first reported a position in SU in Q2 2013 and has held it in 8 quarters since. The position peaked at $392K in Q2 2014. 505 funds tracked by Wall St. Rank hold SU as of Q1 2015.

Boston Private Bank & Trust held 573 shares of Suncor Energy worth $17K as of Q1 2015.
Boston Private Bank & Trust sold 8,500 Suncor Energy shares in Q1 2015, an estimated $253K.
Suncor Energy made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #756 holding.
Boston Private Bank & Trust first reported a position in Suncor Energy in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Suncor Energy position peaked at $392K in Q2 2014.
505 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.