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Marvin & Palmer Associates’s Suncor Energy SU Stock Holding History

Marvin & Palmer 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
2014
Q4 		– Sell
-20,100
Closed -$727K – 69
2014
Q3 		$727K Sell
20,100
-3,400
-14% -$136K 0.74% 45
2014
Q2 		$1M Buy
+23,500
New +$915K 0.87% 50

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

Marvin & Palmer Associates's SU Position: Q4 2014 in Review

Marvin & Palmer Associates sold out of Suncor Energy (SU) in Q4 2014, closing a stake of 20,100 shares — an estimated $727K sold.

Marvin & Palmer Associates first reported a position in SU in Q2 2014 and held it in 2 quarters. The position peaked at $1M in Q2 2014. 510 funds tracked by Wall St. Rank hold SU as of Q4 2014.

  • Marvin & Palmer Associates reported no remaining Suncor Energy position as of Q4 2014 after selling out during the quarter.
  • Marvin & Palmer Associates sold 20,100 Suncor Energy shares in Q4 2014, an estimated $727K.
  • Marvin & Palmer Associates first reported a position in Suncor Energy in Q2 2014 and held it in 2 quarters.
  • Marvin & Palmer Associates's Suncor Energy position peaked at $1M in Q2 2014.
  • 510 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2014.

Based on Marvin & Palmer Associates's 13F filing for Q4 2014, filed 13 Feb 2015.