First Allied Advisory Services’s Suncor Energy SU Stock Holding History

First Allied Advisory Services’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 Q3	–	Sell	-7,026	Closed	-$205K	–	1185
2017 Q2	$205K	Sell	7,026 -55	-0.8%	-$1.69K	0.01%	1023
2017 Q1	$218K	Buy	+7,081	New	+$223K	0.01%	954
2016 Q3	–	Sell	-7,676	Closed	-$208K	–	1096
2016 Q2	$208K	Buy	7,676 +101	+1%	+$2.77K	0.01%	920
2016 Q1	$206K	Sell	7,575 -1,729	-19%	-$41.8K	0.01%	899
2015 Q4	$237K	Sell	9,304 -2,689	-22%	-$74.2K	0.01%	877
2015 Q3	$317K	Sell	11,993 -1,380	-10%	-$37K	0.02%	711
2015 Q2	$359K	Buy	13,373 +3,611	+37%	+$109K	0.02%	751
2015 Q1	$281K	Buy	+9,762	New	+$290K	0.02%	810
2014 Q4	–	Sell	-11,594	Closed	-$421K	–	1099
2014 Q3	$421K	Buy	11,594 +363	+3%	+$14.6K	0.03%	575
2014 Q2	$477K	Sell	11,231 -134	-1%	-$5.22K	0.04%	537
2014 Q1	$388K	Buy	11,365 +1,420	+14%	+$47.3K	0.03%	612
2013 Q4	$345K	Buy	9,945 +19	+0.2%	+$668	0.03%	621
2013 Q3	$350K	Sell	9,926 -4,008	-29%	-$133K	0.02%	671
2013 Q2	$392K	Buy	+13,934	New	+$420K	0.03%	576

Other funds holding SU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

First Allied Advisory Services's SU Position: Q3 2017 in Review

First Allied Advisory Services sold out of Suncor Energy (SU) in Q3 2017, closing a stake of 7,026 shares — an estimated $205K sold.

First Allied Advisory Services first reported a position in SU in Q2 2013 and held it in 14 quarters. The position peaked at $477K in Q2 2014. 494 funds tracked by Wall St. Rank hold SU as of Q3 2017.

First Allied Advisory Services reported no remaining Suncor Energy position as of Q3 2017 after selling out during the quarter.
First Allied Advisory Services sold 7,026 Suncor Energy shares in Q3 2017, an estimated $205K.
First Allied Advisory Services first reported a position in Suncor Energy in Q2 2013 and held it in 14 quarters.
First Allied Advisory Services's Suncor Energy position peaked at $477K in Q2 2014.
494 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2017.

Based on First Allied Advisory Services's 13F filing for Q3 2017, filed 14 Nov 2017.