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Frontier Wealth Management’s Suncor Energy SU Stock Holding History

Frontier 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
2015
Q2 		– Sell
-8,964
Closed -$262K – 377
2015
Q1 		$262K Sell
8,964
-4,619
-34% -$137K 0.04% 246
2014
Q4 		$432K Buy
+13,583
New +$449K 0.08% 153

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Frontier Wealth Management's SU Position: Q2 2015 in Review

Frontier Wealth Management sold out of Suncor Energy (SU) in Q2 2015, closing a stake of 8,964 shares — an estimated $262K sold.

Frontier Wealth Management first reported a position in SU in Q4 2014 and held it in 2 quarters. The position peaked at $432K in Q4 2014. 486 funds tracked by Wall St. Rank hold SU as of Q2 2015.

  • Frontier Wealth Management reported no remaining Suncor Energy position as of Q2 2015 after selling out during the quarter.
  • Frontier Wealth Management sold 8,964 Suncor Energy shares in Q2 2015, an estimated $262K.
  • Frontier Wealth Management first reported a position in Suncor Energy in Q4 2014 and held it in 2 quarters.
  • Frontier Wealth Management's Suncor Energy position peaked at $432K in Q4 2014.
  • 486 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2015.

Based on Frontier Wealth Management's 13F filing for Q2 2015, filed 17 Aug 2015.