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 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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

HL Financial Services's SU Position: Q2 2015 in Review

HL Financial Services sold out of Suncor Energy (SU) in Q2 2015, closing a stake of 7,415 shares — an estimated $217K sold.

HL Financial Services first reported a position in SU in Q2 2013 and held it in 8 quarters. The position peaked at $301K in Q2 2014. 486 funds tracked by Wall St. Rank hold SU as of Q2 2015.

HL Financial Services reported no remaining Suncor Energy position as of Q2 2015 after selling out during the quarter.
HL Financial Services sold 7,415 Suncor Energy shares in Q2 2015, an estimated $217K.
HL Financial Services first reported a position in Suncor Energy in Q2 2013 and held it in 8 quarters.
HL Financial Services's Suncor Energy position peaked at $301K in Q2 2014.
486 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2015.

Based on HL Financial Services's 13F filing for Q2 2015, filed 28 Jul 2015.