Ingalls & Snyder LLC’s Suncor Energy SU Stock Holding History

Ingalls & Snyder LLC’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 Q4	–	Sell	-10,693	Closed	-$285K	–	382
2015 Q3	$285K	Sell	10,693 -3,442	-24%	-$92.3K	0.02%	286
2015 Q2	$388K	Buy	14,135 +220	+2%	+$6.65K	0.02%	260
2015 Q1	$407K	Sell	13,915 -5,660	-29%	-$168K	0.02%	254
2014 Q4	$622K	Sell	19,575 -73,710	-79%	-$2.44M	0.04%	218
2014 Q3	$3.37M	Sell	93,285 -339	-0.4%	-$13.6K	0.18%	93
2014 Q2	$3.99M	Sell	93,624 -8,616	-8%	-$336K	0.2%	87
2014 Q1	$3.57M	Sell	102,240 -5,776	-5%	-$192K	0.19%	90
2013 Q4	$3.79M	Sell	108,016 -2,617	-2%	-$92K	0.21%	83
2013 Q3	$3.96M	Sell	110,633 -8,851	-7%	-$294K	0.24%	76
2013 Q2	$3.52M	Buy	+119,484	New	+$3.6M	0.22%	79

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

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

TD Asset Management

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of Montreal

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

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return