GWM
SU icon

Gupta Wealth Management’s Suncor Energy SU Stock Holding History

Gupta 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
2016
Q1 		$9K Sell
312
-808
-72% -$19.5K ﹤0.01% 878
2015
Q4 		$29K Buy
1,120
+616
+122% +$17K 0.01% 576
2015
Q3 		$13K Hold
504
– – ﹤0.01% 852
2015
Q2 		$14K Buy
504
+439
+675% +$13.3K ﹤0.01% 827
2015
Q1 		$2K Buy
+65
New +$1.93K ﹤0.01% 1033

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Gupta Wealth Management's SU Position: Q1 2016 in Review

Gupta Wealth Management reduced its Suncor Energy (SU) stake by 72% in Q1 2016, selling an estimated $19.5K and leaving 312 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Gupta Wealth Management first reported a position in SU in Q1 2015 and has held it in 5 quarters since. The position peaked at $29K in Q4 2015. 474 funds tracked by Wall St. Rank hold SU as of Q1 2016.

  • Gupta Wealth Management held 312 shares of Suncor Energy worth $9K as of Q1 2016.
  • Gupta Wealth Management sold 808 Suncor Energy shares in Q1 2016, an estimated $19.5K.
  • Suncor Energy made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #878 holding.
  • Gupta Wealth Management first reported a position in Suncor Energy in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Suncor Energy position peaked at $29K in Q4 2015.
  • 474 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.