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EFG Asset Management (Americas)’s Suncor Energy SU Stock Holding History

EFG Asset Management (Americas)’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
Q1 		– Sell
-170
Closed -$5K – 210
2014
Q4 		$5K Buy
+170
New +$5.62K ﹤0.01% 213

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

EFG Asset Management (Americas)'s SU Position: Q1 2015 in Review

EFG Asset Management (Americas) sold out of Suncor Energy (SU) in Q1 2015, closing a stake of 170 shares — an estimated $5K sold.

EFG Asset Management (Americas) first reported a position in SU in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 504 funds tracked by Wall St. Rank hold SU as of Q1 2015.

  • EFG Asset Management (Americas) reported no remaining Suncor Energy position as of Q1 2015 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 170 Suncor Energy shares in Q1 2015, an estimated $5K.
  • EFG Asset Management (Americas) first reported a position in Suncor Energy in Q4 2014 and held it in 1 quarter.
  • EFG Asset Management (Americas)'s Suncor Energy position peaked at $5K in Q4 2014.
  • 504 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2015.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2015, filed 14 May 2015.