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Edmond de Rothschild (Suisse)’s Suncor Energy SU Stock Holding History

Edmond de Rothschild (Suisse)’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
Q3 		$110K Buy
+3,966
New +$108K 0.03% 251
2015
Q3 		– Sell
-800
Closed -$22K – 460
2015
Q2 		$22K Buy
+800
New +$24.2K 0.01% 341

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s SU Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) opened a new position in Suncor Energy (SU) in Q3 2016: 3,966 shares worth $110K. The stake represents 0.03% of the portfolio and ranks #251 among its holdings. This is a return to the name: Edmond de Rothschild (Suisse) previously reported a position in SU as recently as Q2 2015.

Edmond de Rothschild (Suisse) first reported a position in SU in Q2 2015 and has held it in 2 quarters since. 459 funds tracked by Wall St. Rank hold SU as of Q3 2016.

  • Edmond de Rothschild (Suisse) held 3,966 shares of Suncor Energy worth $110K as of Q3 2016.
  • Suncor Energy was a new Edmond de Rothschild (Suisse) position in Q3 2016.
  • Suncor Energy made up 0.03% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #251 holding.
  • Edmond de Rothschild (Suisse) first reported a position in Suncor Energy in Q2 2015 and has held it in 2 quarters since.
  • 459 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.