Investors Capital Advisory Services’s Suncor Energy SU Stock Holding History

Investors Capital Advisory 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
2016 Q2	$409K	Buy	14,817 +2,150	+17%	+$58.9K	0.08%	330
2016 Q1	$351K	Buy	12,667 +3,980	+46%	+$96.3K	0.07%	369
2015 Q4	$223K	Buy	+8,687	New	+$240K	0.04%	544
2015 Q3	–	Sell	-15,897	Closed	-$437K	–	756
2015 Q2	$437K	Buy	15,897 +1,630	+11%	+$49.3K	0.08%	354
2015 Q1	$417K	Sell	14,267 -10	-0.1%	-$297	0.08%	353
2014 Q4	$453K	Buy	14,277 +6,210	+77%	+$205K	0.09%	323
2014 Q3	$291K	Buy	+8,067	New	+$324K	0.06%	440

Other funds holding SU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Investors Capital Advisory Services's SU Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Suncor Energy (SU) stake by 17% in Q2 2016, buying an estimated $58.9K and bringing the position to 14,817 shares worth $409K. The position accounts for 0.08% of the portfolio, ranked #330.

Investors Capital Advisory Services first reported a position in SU in Q3 2014 and has held it in 7 quarters since. The position peaked at $453K in Q4 2014. 469 funds tracked by Wall St. Rank hold SU as of Q2 2016.

Investors Capital Advisory Services held 14,817 shares of Suncor Energy worth $409K as of Q2 2016.
Investors Capital Advisory Services bought 2,150 Suncor Energy shares in Q2 2016, an estimated $58.9K.
Suncor Energy made up 0.08% of Investors Capital Advisory Services's portfolio in Q2 2016, its #330 holding.
Investors Capital Advisory Services first reported a position in Suncor Energy in Q3 2014 and has held it in 7 quarters since.
Investors Capital Advisory Services's Suncor Energy position peaked at $453K in Q4 2014.
469 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.