CFS
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Community Financial System’s Suncor Energy SU Stock Holding History

Community Financial System’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 		$90K Hold
2,500
– – 0.02% 207
2014
Q2 		$107K Hold
2,500
– – 0.02% 199
2014
Q1 		$87K Hold
2,500
– – 0.02% 207
2013
Q4 		$88K Hold
2,500
– – 0.02% 206
2013
Q3 		$89K Hold
2,500
– – 0.02% 194
2013
Q2 		$74K Buy
+2,500
New +$75.3K 0.02% 194

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

Community Financial System's SU Position: Q3 2014 in Review

Community Financial System held its Suncor Energy (SU) position steady in Q3 2014 at 2,500 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #207.

Community Financial System first reported a position in SU in Q2 2013 and has held it in 6 quarters since. The position peaked at $107K in Q2 2014. 532 funds tracked by Wall St. Rank hold SU as of Q3 2014.

  • Community Financial System held 2,500 shares of Suncor Energy worth $90K as of Q3 2014.
  • Community Financial System left its Suncor Energy share count unchanged in Q3 2014.
  • Suncor Energy made up 0.02% of Community Financial System's portfolio in Q3 2014, its #207 holding.
  • Community Financial System first reported a position in Suncor Energy in Q2 2013 and has held it in 6 quarters since.
  • Community Financial System's Suncor Energy position peaked at $107K in Q2 2014.
  • 532 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.