HighTower Trust’s Suncor Energy SU Stock Holding History

HighTower Trust’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	–	Sell	-22,450	Closed	-$579K	–	151
2015 Q4	$579K	Buy	+22,450	New	+$620K	0.08%	89

Other funds holding SU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

HighTower Trust's SU Position: Q1 2016 in Review

HighTower Trust sold out of Suncor Energy (SU) in Q1 2016, closing a stake of 22,450 shares — an estimated $579K sold.

HighTower Trust first reported a position in SU in Q4 2015 and held it in 1 quarter. The position peaked at $579K in Q4 2015. 474 funds tracked by Wall St. Rank hold SU as of Q1 2016.

HighTower Trust reported no remaining Suncor Energy position as of Q1 2016 after selling out during the quarter.
HighTower Trust sold 22,450 Suncor Energy shares in Q1 2016, an estimated $579K.
HighTower Trust first reported a position in Suncor Energy in Q4 2015 and held it in 1 quarter.
HighTower Trust's Suncor Energy position peaked at $579K in Q4 2015.
474 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2016.

Based on HighTower Trust's 13F filing for Q1 2016, filed 9 May 2016.