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Edge Wealth Management’s Suncor Energy SU Stock Holding History

Edge Wealth Management’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
2013
Q3 		– Sell
-350
Closed -$10K – 359
2013
Q2 		$10K Buy
+350
New +$10.5K 0.01% 237

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Edge Wealth Management's SU Position: Q3 2013 in Review

Edge Wealth Management sold out of Suncor Energy (SU) in Q3 2013, closing a stake of 350 shares — an estimated $10K sold.

Edge Wealth Management first reported a position in SU in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 471 funds tracked by Wall St. Rank hold SU as of Q3 2013.

  • Edge Wealth Management reported no remaining Suncor Energy position as of Q3 2013 after selling out during the quarter.
  • Edge Wealth Management sold 350 Suncor Energy shares in Q3 2013, an estimated $10K.
  • Edge Wealth Management first reported a position in Suncor Energy in Q2 2013 and held it in 1 quarter.
  • Edge Wealth Management's Suncor Energy position peaked at $10K in Q2 2013.
  • 471 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2013.

Based on Edge Wealth Management's 13F filing for Q3 2013, filed 7 Oct 2013.