First Mercantile Trust’s Suncor Energy SU Stock Holding History

First Mercantile 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
2014 Q4	–	Sell	-1,164	Closed	-$42K	–	1149
2014 Q3	$42K	Hold	1,164	–	–	﹤0.01%	1004
2014 Q2	$50K	Buy	1,164 +175	+18%	+$6.82K	﹤0.01%	954
2014 Q1	$35K	Buy	989 +49	+5%	+$1.63K	﹤0.01%	1127
2013 Q4	$33K	Buy	+940	New	+$33K	﹤0.01%	1049

Other funds holding SU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

First Mercantile Trust's SU Position: Q4 2014 in Review

First Mercantile Trust sold out of Suncor Energy (SU) in Q4 2014, closing a stake of 1,164 shares — an estimated $42K sold.

First Mercantile Trust first reported a position in SU in Q4 2013 and held it in 4 quarters. The position peaked at $50K in Q2 2014. 510 funds tracked by Wall St. Rank hold SU as of Q4 2014.

First Mercantile Trust reported no remaining Suncor Energy position as of Q4 2014 after selling out during the quarter.
First Mercantile Trust sold 1,164 Suncor Energy shares in Q4 2014, an estimated $42K.
First Mercantile Trust first reported a position in Suncor Energy in Q4 2013 and held it in 4 quarters.
First Mercantile Trust's Suncor Energy position peaked at $50K in Q2 2014.
510 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2014.

Based on First Mercantile Trust's 13F filing for Q4 2014, filed 7 Jan 2015.