Klingman & Associates’s Suncor Energy SU Stock Holding History

Klingman & Associates’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	-1,000	Closed	-$28K	–	285
2016 Q3	$28K	Hold	1,000	–	–	0.01%	235
2016 Q2	$28K	Hold	1,000	–	–	0.01%	237
2016 Q1	$28K	Hold	1,000	–	–	0.01%	231
2015 Q4	$26K	Hold	1,000	–	–	0.01%	251
2015 Q3	$26K	Hold	1,000	–	–	0.01%	241
2015 Q2	$28K	Hold	1,000	–	–	0.01%	221
2015 Q1	$39K	Hold	1,000	–	–	0.02%	189
2014 Q4	$38K	Buy	+1,000	New	+$33.1K	0.02%	193

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

Klingman & Associates's SU Position: Q4 2016 in Review

Klingman & Associates sold out of Suncor Energy (SU) in Q4 2016, closing a stake of 1,000 shares — an estimated $28K sold.

Klingman & Associates first reported a position in SU in Q4 2014 and held it in 8 quarters. The position peaked at $39K in Q1 2015. 495 funds tracked by Wall St. Rank hold SU as of Q4 2016.

Klingman & Associates reported no remaining Suncor Energy position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 1,000 Suncor Energy shares in Q4 2016, an estimated $28K.
Klingman & Associates first reported a position in Suncor Energy in Q4 2014 and held it in 8 quarters.
Klingman & Associates'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 Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.