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Elite Wealth Management’s Suncor Energy SU Stock Holding History

Elite 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
2014
Q1 		– Sell
-48
Closed -$2K – 632
2013
Q4 		$2K Buy
+48
New +$1.69K ﹤0.01% 701

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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Elite Wealth Management's SU Position: Q1 2014 in Review

Elite Wealth Management sold out of Suncor Energy (SU) in Q1 2014, closing a stake of 48 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in SU in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 508 funds tracked by Wall St. Rank hold SU as of Q1 2014.

  • Elite Wealth Management reported no remaining Suncor Energy position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 48 Suncor Energy shares in Q1 2014, an estimated $2K.
  • Elite Wealth Management first reported a position in Suncor Energy in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Suncor Energy position peaked at $2K in Q4 2013.
  • 508 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.