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Lombard Odier & Cie (Bahamas)’s Suncor Energy SU Stock Holding History

Lombard Odier & Cie (Bahamas)’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
Q3 		– Sell
-4,500
Closed -$192K – 102
2014
Q2 		$192K Buy
4,500
+500
+13% +$19.5K 0.07% 63
2014
Q1 		$140K Hold
4,000
– – 0.06% 72
2013
Q4 		$140K Buy
+4,000
New +$141K 0.06% 80

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Lombard Odier & Cie (Bahamas)'s SU Position: Q3 2014 in Review

Lombard Odier & Cie (Bahamas) sold out of Suncor Energy (SU) in Q3 2014, closing a stake of 4,500 shares — an estimated $192K sold.

Lombard Odier & Cie (Bahamas) first reported a position in SU in Q4 2013 and held it in 3 quarters. The position peaked at $192K in Q2 2014. 533 funds tracked by Wall St. Rank hold SU as of Q3 2014.

  • Lombard Odier & Cie (Bahamas) reported no remaining Suncor Energy position as of Q3 2014 after selling out during the quarter.
  • Lombard Odier & Cie (Bahamas) sold 4,500 Suncor Energy shares in Q3 2014, an estimated $192K.
  • Lombard Odier & Cie (Bahamas) first reported a position in Suncor Energy in Q4 2013 and held it in 3 quarters.
  • Lombard Odier & Cie (Bahamas)'s Suncor Energy position peaked at $192K in Q2 2014.
  • 533 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2014.

Based on Lombard Odier & Cie (Bahamas)'s 13F filing for Q3 2014, filed 14 Nov 2014.