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Haber Trilix Advisors’s Suncor Energy SU Stock Holding History

Haber Trilix Advisors’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
2013
Q2 		$52.2M Buy
+1,772,104
New +$53.4M 6.49% 2

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Haber Trilix Advisors's SU Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in Suncor Energy (SU) in Q2 2013: 1,772,104 shares worth $52.2M. The stake represents 6.49% of the portfolio and ranks #2 among its holdings.

456 funds tracked by Wall St. Rank hold SU as of Q2 2013.

  • Haber Trilix Advisors held 1,772,104 shares of Suncor Energy worth $52.2M as of Q2 2013.
  • Suncor Energy was a new Haber Trilix Advisors position in Q2 2013.
  • Suncor Energy made up 6.49% of Haber Trilix Advisors's portfolio in Q2 2013, its #2 holding.
  • 456 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.