Haberer Registered Investment Advisor’s Suncor Energy SU Stock Holding History

Haberer Registered Investment Advisor’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 Q4	–	Sell	-2,200	Closed	-$80K	–	367
2014 Q3	$80K	Hold	2,200	–	–	0.04%	124
2014 Q2	$94K	Hold	2,200	–	–	0.04%	120
2014 Q1	$77K	Sell	2,200 -1,000	-31%	-$33.3K	0.04%	126
2013 Q4	$112K	Sell	3,200 -400	-11%	-$14.1K	0.05%	108
2013 Q3	$128K	Hold	3,600	–	–	0.05%	109
2013 Q2	$106K	Buy	+3,600	New	+$108K	0.03%	139

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

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

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

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

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

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

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

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Haberer Registered Investment Advisor's SU Position: Q4 2014 in Review

Haberer Registered Investment Advisor sold out of Suncor Energy (SU) in Q4 2014, closing a stake of 2,200 shares — an estimated $80K sold.

Haberer Registered Investment Advisor first reported a position in SU in Q2 2013 and held it in 6 quarters. The position peaked at $128K in Q3 2013. 510 funds tracked by Wall St. Rank hold SU as of Q4 2014.

Haberer Registered Investment Advisor reported no remaining Suncor Energy position as of Q4 2014 after selling out during the quarter.
Haberer Registered Investment Advisor sold 2,200 Suncor Energy shares in Q4 2014, an estimated $80K.
Haberer Registered Investment Advisor first reported a position in Suncor Energy in Q2 2013 and held it in 6 quarters.
Haberer Registered Investment Advisor's Suncor Energy position peaked at $128K in Q3 2013.
510 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2014.

Based on Haberer Registered Investment Advisor's 13F filing for Q4 2014, filed 13 Jan 2015.