Citizens Business Bank’s Suncor Energy SU Stock Holding History

Citizens Business Bank’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 Q4	–	Sell	-11,781	Closed	-$426K	–	296
2014 Q3	$426K	Sell	11,781 -200	-2%	-$8.03K	0.08%	225
2014 Q2	$510K	Sell	11,981 -148	-1%	-$5.76K	0.1%	209
2014 Q1	$424K	Buy	12,129 +411	+4%	+$13.7K	0.08%	220
2013 Q4	$411K	Buy	11,718 +1,641	+16%	+$57.7K	0.08%	222
2013 Q3	$361K	Buy	10,077 +77	+0.8%	+$2.56K	0.08%	231
2013 Q2	$295K	Buy	+10,000	New	+$301K	0.07%	226

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Citizens Business Bank's SU Position: Q4 2014 in Review

Citizens Business Bank sold out of Suncor Energy (SU) in Q4 2014, closing a stake of 11,781 shares — an estimated $426K sold.

Citizens Business Bank first reported a position in SU in Q2 2013 and held it in 6 quarters. The position peaked at $510K in Q2 2014. 510 funds tracked by Wall St. Rank hold SU as of Q4 2014.

Citizens Business Bank reported no remaining Suncor Energy position as of Q4 2014 after selling out during the quarter.
Citizens Business Bank sold 11,781 Suncor Energy shares in Q4 2014, an estimated $426K.
Citizens Business Bank first reported a position in Suncor Energy in Q2 2013 and held it in 6 quarters.
Citizens Business Bank's Suncor Energy position peaked at $510K in Q2 2014.
510 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2014.

Based on Citizens Business Bank's 13F filing for Q4 2014, filed 18 Nov 2022.