Gould Asset Management’s Suncor Energy SU Stock Holding History

Gould 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 Q1	–	Sell	-7,305	Closed	-$232K	–	114
2014 Q4	$232K	Sell	7,305 -215	-3%	-$7.11K	0.11%	96
2014 Q3	$272K	Sell	7,520 -90	-1%	-$3.61K	0.13%	79
2014 Q2	$324K	Buy	7,610 +230	+3%	+$8.96K	0.16%	67
2014 Q1	$258K	Buy	7,380 +1,270	+21%	+$42.3K	0.14%	80
2013 Q4	$214K	Buy	+6,110	New	+$215K	0.12%	77

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Gould Asset Management's SU Position: Q1 2015 in Review

Gould Asset Management sold out of Suncor Energy (SU) in Q1 2015, closing a stake of 7,305 shares — an estimated $232K sold.

Gould Asset Management first reported a position in SU in Q4 2013 and held it in 5 quarters. The position peaked at $324K in Q2 2014. 504 funds tracked by Wall St. Rank hold SU as of Q1 2015.

Gould Asset Management reported no remaining Suncor Energy position as of Q1 2015 after selling out during the quarter.
Gould Asset Management sold 7,305 Suncor Energy shares in Q1 2015, an estimated $232K.
Gould Asset Management first reported a position in Suncor Energy in Q4 2013 and held it in 5 quarters.
Gould Asset Management's Suncor Energy position peaked at $324K in Q2 2014.
504 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2015.

Based on Gould Asset Management's 13F filing for Q1 2015, filed 13 May 2015.