Constellation Wealth Advisors’s Suncor Energy SU Stock Holding History

Constellation Wealth Advisors’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 Q3	$5.87M	Sell	219,667 -452	-0.2%	-$12.1K	0.65%	38
2015 Q2	$6.06M	Buy	220,119 +46	+0%	+$1.39K	0.51%	45
2015 Q1	$6.44M	Sell	220,073 -1,170	-0.5%	-$34.8K	0.57%	42
2014 Q4	$7.03M	Buy	221,243 +3,818	+2%	+$126K	0.58%	39
2014 Q3	$7.86M	Buy	217,425 +2,622	+1%	+$105K	0.72%	32
2014 Q2	$9.16M	Buy	214,803 +9,632	+5%	+$375K	1.03%	26
2014 Q1	$7.17M	Buy	205,171 +8,182	+4%	+$273K	0.7%	37
2013 Q4	$6.9M	Buy	196,989 +9,487	+5%	+$334K	0.66%	36
2013 Q3	$6.71M	Buy	187,502 +8,608	+5%	+$286K	0.76%	34
2013 Q2	$5.28M	Buy	+178,894	New	+$5.39M	0.63%	38

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

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Constellation Wealth Advisors's SU Position: Q3 2015 in Review

Constellation Wealth Advisors reduced its Suncor Energy (SU) stake by 0.21% in Q3 2015, selling an estimated $12.1K and leaving 219,667 shares worth $5.87M. The position accounts for 0.65% of the portfolio, ranked #38.

Constellation Wealth Advisors first reported a position in SU in Q2 2013 and has held it in 10 quarters since. The position peaked at $9.16M in Q2 2014. 467 funds tracked by Wall St. Rank hold SU as of Q3 2015.

Constellation Wealth Advisors held 219,667 shares of Suncor Energy worth $5.87M as of Q3 2015.
Constellation Wealth Advisors sold 452 Suncor Energy shares in Q3 2015, an estimated $12.1K.
Suncor Energy made up 0.65% of Constellation Wealth Advisors's portfolio in Q3 2015, its #38 holding.
Constellation Wealth Advisors first reported a position in Suncor Energy in Q2 2013 and has held it in 10 quarters since.
Constellation Wealth Advisors's Suncor Energy position peaked at $9.16M in Q2 2014.
467 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.