HL Financial Services’s Suncor Energy SU Stock Holding History

HL Financial Services’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
2015 Q2	–	Sell	-7,415	Closed	-$217K	–	683
2015 Q1	$217K	Buy	7,415 +352	+5%	+$10.5K	0.01%	637
2014 Q4	$224K	Buy	7,063 +3	+0%	+$99	0.01%	630
2014 Q3	$255K	Buy	7,060 +3	+0%	+$120	0.01%	592
2014 Q2	$301K	Buy	7,057 +386	+6%	+$15K	0.01%	551
2014 Q1	$233K	Sell	6,671 -600	-8%	-$20K	0.01%	595
2013 Q4	$255K	Sell	7,271 -125	-2%	-$4.39K	0.01%	554
2013 Q3	$265K	Buy	7,396 +125	+2%	+$4.16K	0.01%	494
2013 Q2	$214K	Buy	+7,271	New	+$219K	0.01%	492

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 $528B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors

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

TD Asset Management

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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return