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Haverford Trust Company’s Suncor Energy SU Stock Holding History

Haverford Trust Company’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
Q4 		– Sell
-5,600
Closed -$200K – 267
2013
Q3 		$200K Buy
+5,600
New +$186K 0.01% 204

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIBC World Market
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

Haverford Trust Company's SU Position: Q4 2013 in Review

Haverford Trust Company sold out of Suncor Energy (SU) in Q4 2013, closing a stake of 5,600 shares — an estimated $200K sold.

Haverford Trust Company first reported a position in SU in Q3 2013 and held it in 1 quarter. The position peaked at $200K in Q3 2013. 498 funds tracked by Wall St. Rank hold SU as of Q4 2013.

  • Haverford Trust Company reported no remaining Suncor Energy position as of Q4 2013 after selling out during the quarter.
  • Haverford Trust Company sold 5,600 Suncor Energy shares in Q4 2013, an estimated $200K.
  • Haverford Trust Company first reported a position in Suncor Energy in Q3 2013 and held it in 1 quarter.
  • Haverford Trust Company's Suncor Energy position peaked at $200K in Q3 2013.
  • 498 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2013.

Based on Haverford Trust Company's 13F filing for Q4 2013, filed 31 Jan 2014.