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LBA Wealth Management’s Suncor Energy SU Stock Holding History

LBA Wealth Management’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
2014
Q4 		– Sell
-2,970
Closed -$107K – 378
2014
Q3 		$107K Hold
2,970
– – 0.07% 138
2014
Q2 		$127K Buy
+2,970
New +$116K 0.1% 121

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 $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

LBA Wealth Management's SU Position: Q4 2014 in Review

LBA Wealth Management sold out of Suncor Energy (SU) in Q4 2014, closing a stake of 2,970 shares — an estimated $107K sold.

LBA Wealth Management first reported a position in SU in Q2 2014 and held it in 2 quarters. The position peaked at $127K in Q2 2014. 510 funds tracked by Wall St. Rank hold SU as of Q4 2014.

  • LBA Wealth Management reported no remaining Suncor Energy position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 2,970 Suncor Energy shares in Q4 2014, an estimated $107K.
  • LBA Wealth Management first reported a position in Suncor Energy in Q2 2014 and held it in 2 quarters.
  • LBA Wealth Management's Suncor Energy position peaked at $127K in Q2 2014.
  • 510 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.