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EverPoint Asset Management’s Suncor Energy SU Stock Holding History

EverPoint Asset 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
2016
Q4 		– Sell
-200,000
Closed -$5.55M – 518
2016
Q3 		$5.55M Buy
+200,000
New +$5.46M 0.1% 232
2016
Q2 		– Sell
-300,000
Closed -$8.36M – 512
2016
Q1 		$8.36M Buy
+300,000
New +$7.26M 0.16% 154
2014
Q3 		– Sell
-138,000
Closed -$5.89M – 530
2014
Q2 		$5.89M Buy
+138,000
New +$5.38M 0.12% 239

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

EverPoint Asset Management's SU Position: Q4 2016 in Review

EverPoint Asset Management sold out of Suncor Energy (SU) in Q4 2016, closing a stake of 200,000 shares — an estimated $5.55M sold.

EverPoint Asset Management first reported a position in SU in Q2 2014 and held it in 3 quarters. The position peaked at $8.36M in Q1 2016. 495 funds tracked by Wall St. Rank hold SU as of Q4 2016.

  • EverPoint Asset Management reported no remaining Suncor Energy position as of Q4 2016 after selling out during the quarter.
  • EverPoint Asset Management sold 200,000 Suncor Energy shares in Q4 2016, an estimated $5.55M.
  • EverPoint Asset Management first reported a position in Suncor Energy in Q2 2014 and held it in 3 quarters.
  • EverPoint Asset Management's Suncor Energy position peaked at $8.36M in Q1 2016.
  • 495 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.