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

Lombard Odier & Cie (Canada)’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 Q3	$1.59M	Buy	57,491 +7,889	+16%	+$215K	4.53%	4
2016 Q2	$1.37M	Sell	49,602 -18,900	-28%	-$518K	4.78%	4
2016 Q1	$1.92M	Sell	68,502 -3,000	-4%	-$72.6K	5.1%	3
2015 Q4	$1.84M	Sell	71,502 -5,900	-8%	-$163K	4.72%	3
2015 Q3	$2.06M	Sell	77,402 -11,489	-13%	-$308K	5.52%	1
2015 Q2	$2.45M	Sell	88,891 -19,950	-18%	-$603K	5.32%	1
2015 Q1	$3.18M	Sell	108,841 -1,161	-1%	-$34.5K	4.99%	2
2014 Q4	$3.51M	Sell	110,002 -82,000	-43%	-$2.71M	4.99%	1
2014 Q3	$6.96M	Buy	192,002 +16,500	+9%	+$662K	4.51%	2
2014 Q2	$7.5M	Buy	175,502 +27,025	+18%	+$1.05M	4.88%	1
2014 Q1	$5.19M	Buy	148,477 +23,750	+19%	+$791K	4%	3
2013 Q4	$4.37M	Buy	+124,727	New	+$4.39M	4.27%	4

Other funds holding SU

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

Lombard Odier & Cie (Canada)'s SU Position: Q3 2016 in Review

Lombard Odier & Cie (Canada) increased its Suncor Energy (SU) stake by 16% in Q3 2016, buying an estimated $215K and bringing the position to 57,491 shares worth $1.59M. The position accounts for 4.53% of the portfolio, ranked #4.

Lombard Odier & Cie (Canada) first reported a position in SU in Q4 2013 and has held it in 12 quarters since. The position peaked at $7.5M in Q2 2014. 460 funds tracked by Wall St. Rank hold SU as of Q3 2016.

Lombard Odier & Cie (Canada) held 57,491 shares of Suncor Energy worth $1.59M as of Q3 2016.
Lombard Odier & Cie (Canada) bought 7,889 Suncor Energy shares in Q3 2016, an estimated $215K.
Suncor Energy made up 4.53% of Lombard Odier & Cie (Canada)'s portfolio in Q3 2016, its #4 holding.
Lombard Odier & Cie (Canada) first reported a position in Suncor Energy in Q4 2013 and has held it in 12 quarters since.
Lombard Odier & Cie (Canada)'s Suncor Energy position peaked at $7.5M in Q2 2014.
460 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2016.

Based on Lombard Odier & Cie (Canada)'s 13F filing for Q3 2016, filed 14 Nov 2016.