Fuller & Thaler Asset Management
SU icon

Fuller & Thaler Asset Management’s Suncor Energy SU Stock Holding History

Fuller & Thaler 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
2015
Q2 		– Sell
-180
Closed -$5K – 728
2015
Q1 		$5K Buy
+180
New +$5.35K ﹤0.01% 623

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

Fuller & Thaler Asset Management's SU Position: Q2 2015 in Review

Fuller & Thaler Asset Management sold out of Suncor Energy (SU) in Q2 2015, closing a stake of 180 shares — an estimated $5K sold.

Fuller & Thaler Asset Management first reported a position in SU in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 486 funds tracked by Wall St. Rank hold SU as of Q2 2015.

  • Fuller & Thaler Asset Management reported no remaining Suncor Energy position as of Q2 2015 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 180 Suncor Energy shares in Q2 2015, an estimated $5K.
  • Fuller & Thaler Asset Management first reported a position in Suncor Energy in Q1 2015 and held it in 1 quarter.
  • Fuller & Thaler Asset Management's Suncor Energy position peaked at $5K in Q1 2015.
  • 486 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2015.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2015, filed 17 Aug 2015.