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HBK Sorce Advisory’s Suncor Energy SU Stock Holding History

HBK Sorce Advisory’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
-6,412
Closed -$242K – 207
2014
Q3 		$242K Sell
6,412
-310
-5% -$12.4K 0.09% 152
2014
Q2 		$287K Sell
6,722
-68
-1% -$2.65K 0.1% 139
2014
Q1 		$237K Buy
6,790
+566
+9% +$18.9K 0.09% 156
2013
Q4 		$218K Buy
6,224
+205
+3% +$7.21K 0.08% 167
2013
Q3 		$215K Buy
+6,019
New +$200K 0.09% 162

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

HBK Sorce Advisory's SU Position: Q4 2014 in Review

HBK Sorce Advisory sold out of Suncor Energy (SU) in Q4 2014, closing a stake of 6,412 shares — an estimated $242K sold.

HBK Sorce Advisory first reported a position in SU in Q3 2013 and held it in 5 quarters. The position peaked at $287K in Q2 2014. 510 funds tracked by Wall St. Rank hold SU as of Q4 2014.

  • HBK Sorce Advisory reported no remaining Suncor Energy position as of Q4 2014 after selling out during the quarter.
  • HBK Sorce Advisory sold 6,412 Suncor Energy shares in Q4 2014, an estimated $242K.
  • HBK Sorce Advisory first reported a position in Suncor Energy in Q3 2013 and held it in 5 quarters.
  • HBK Sorce Advisory's Suncor Energy position peaked at $287K in Q2 2014.
  • 510 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2014.

Based on HBK Sorce Advisory's 13F filing for Q4 2014, filed 13 Feb 2015.