FNBT
SU icon

FineMark National Bank & Trust’s Suncor Energy SU Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-2,004
Closed -$66K – 921
2016
Q4 		$66K Buy
2,004
+490
+32% +$15K 0.01% 569
2016
Q3 		$42K Sell
1,514
-296
-16% -$8.08K ﹤0.01% 648
2016
Q2 		$50K Sell
1,810
-50
-3% -$1.37K 0.01% 599
2016
Q1 		$52K Sell
1,860
-1,193
-39% -$28.9K 0.01% 562
2015
Q4 		$79K Buy
3,053
+93
+3% +$2.57K 0.01% 489
2015
Q3 		$79K Buy
2,960
+78
+3% +$2.09K 0.01% 511
2015
Q2 		$80K Buy
2,882
+20
+0.7% +$604 0.01% 535
2015
Q1 		$83K Buy
2,862
+130
+5% +$3.86K 0.01% 536
2014
Q4 		$86K Buy
2,732
+1,819
+199% +$60.2K 0.01% 519
2014
Q3 		$33K Buy
913
+50
+6% +$2.01K 0.01% 750
2014
Q2 		$37K Hold
863
– – 0.01% 712
2014
Q1 		$30K Buy
863
+500
+138% +$16.7K 0.01% 763
2013
Q4 		$13K Hold
363
– – ﹤0.01% 964
2013
Q3 		$13K Sell
363
-330
-48% -$11K ﹤0.01% 921
2013
Q2 		$21K Buy
+693
New +$20.9K 0.01% 776

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

FineMark National Bank & Trust's SU Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Suncor Energy (SU) in Q1 2017, closing a stake of 2,004 shares — an estimated $66K sold.

FineMark National Bank & Trust first reported a position in SU in Q2 2013 and held it in 15 quarters. The position peaked at $86K in Q4 2014. 493 funds tracked by Wall St. Rank hold SU as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Suncor Energy position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 2,004 Suncor Energy shares in Q1 2017, an estimated $66K.
  • FineMark National Bank & Trust first reported a position in Suncor Energy in Q2 2013 and held it in 15 quarters.
  • FineMark National Bank & Trust's Suncor Energy position peaked at $86K in Q4 2014.
  • 493 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.