Gofen & Glossberg’s Suncor Energy SU Stock Holding History

Gofen & Glossberg’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 Q2	–	Sell	-3,952	Closed	-$131K	–	494
2014 Q1	$131K	Hold	3,952	–	–	0.01%	461
2013 Q4	$139K	Hold	3,952	–	–	0.01%	448
2013 Q3	$141K	Sell	3,952 -105	-3%	-$3.49K	0.01%	424
2013 Q2	$120K	Buy	+4,057	New	+$122K	0.01%	417

Other funds holding SU

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Gofen & Glossberg's SU Position: Q2 2014 in Review

Gofen & Glossberg sold out of Suncor Energy (SU) in Q2 2014, closing a stake of 3,952 shares — an estimated $131K sold.

Gofen & Glossberg first reported a position in SU in Q2 2013 and held it in 4 quarters. The position peaked at $141K in Q3 2013. 539 funds tracked by Wall St. Rank hold SU as of Q2 2014.

Gofen & Glossberg reported no remaining Suncor Energy position as of Q2 2014 after selling out during the quarter.
Gofen & Glossberg sold 3,952 Suncor Energy shares in Q2 2014, an estimated $131K.
Gofen & Glossberg first reported a position in Suncor Energy in Q2 2013 and held it in 4 quarters.
Gofen & Glossberg's Suncor Energy position peaked at $141K in Q3 2013.
539 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2014.

Based on Gofen & Glossberg's 13F filing for Q2 2014, filed 15 Jul 2014.