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Brick & Kyle Associates’s Suncor Energy SU Stock Holding History

Brick & Kyle Associates’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
Q1 		– Sell
-200
Closed -$5K – 437
2015
Q4 		$5K Hold
200
– – ﹤0.01% 377
2015
Q3 		$5K Hold
200
– – ﹤0.01% 386
2015
Q2 		$6K Hold
200
– – 0.01% 406
2015
Q1 		$6K Hold
200
– – 0.01% 407
2014
Q4 		$6K Buy
+200
New +$6.62K 0.01% 380

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Brick & Kyle Associates's SU Position: Q1 2016 in Review

Brick & Kyle Associates sold out of Suncor Energy (SU) in Q1 2016, closing a stake of 200 shares — an estimated $5K sold.

Brick & Kyle Associates first reported a position in SU in Q4 2014 and held it in 5 quarters. The position peaked at $6K in Q2 2015. 474 funds tracked by Wall St. Rank hold SU as of Q1 2016.

  • Brick & Kyle Associates reported no remaining Suncor Energy position as of Q1 2016 after selling out during the quarter.
  • Brick & Kyle Associates sold 200 Suncor Energy shares in Q1 2016, an estimated $5K.
  • Brick & Kyle Associates first reported a position in Suncor Energy in Q4 2014 and held it in 5 quarters.
  • Brick & Kyle Associates's Suncor Energy position peaked at $6K in Q2 2015.
  • 474 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2016.

Based on Brick & Kyle Associates's 13F filing for Q1 2016, filed 4 May 2016.