Integrated Wealth Management (Palm Desert)’s Suncor Energy SU Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-1,319	Closed	-$37K	–	903
2016 Q3	$37K	Hold	1,319	–	–	0.01%	471
2016 Q2	$37K	Buy	1,319 +1,200	+1,008%	+$32.9K	0.01%	462
2016 Q1	$3K	Sell	119 -186	-61%	-$4.5K	﹤0.01%	952
2015 Q4	$8K	Sell	305 -1,007	-77%	-$27.8K	﹤0.01%	836
2015 Q3	$35K	Hold	1,312	–	–	0.02%	451
2015 Q2	$36K	Sell	1,312 -41	-3%	-$1.24K	0.01%	456
2015 Q1	$39K	Buy	+1,353	New	+$40.2K	0.02%	433

Other funds holding SU

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

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

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

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

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert)'s SU Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Suncor Energy (SU) in Q4 2016, closing a stake of 1,319 shares — an estimated $37K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SU in Q1 2015 and held it in 7 quarters. The position peaked at $39K in Q1 2015. 495 funds tracked by Wall St. Rank hold SU as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Suncor Energy position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,319 Suncor Energy shares in Q4 2016, an estimated $37K.
Integrated Wealth Management (Palm Desert) first reported a position in Suncor Energy in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Suncor Energy position peaked at $39K in Q1 2015.
495 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.