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MSI Financial Services’s Suncor Energy SU Stock Holding History

MSI Financial Services’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 		$147K Buy
4,507
+3
+0.1% +$92 ﹤0.01% 1253
2016
Q3 		$125K Buy
4,504
+139
+3% +$3.8K ﹤0.01% 1301
2016
Q2 		$121K Buy
4,365
+1,354
+45% +$37.1K ﹤0.01% 1308
2016
Q1 		$84K Buy
3,011
+301
+11% +$7.28K ﹤0.01% 1439
2015
Q4 		$70K Buy
2,710
+1,472
+119% +$40.6K ﹤0.01% 1501
2015
Q3 		$33K Sell
1,238
-625
-34% -$16.8K ﹤0.01% 1435
2015
Q2 		$51K Sell
1,863
-72
-4% -$2.18K ﹤0.01% 1299
2015
Q1 		$57K Buy
1,935
+689
+55% +$20.5K ﹤0.01% 1266
2014
Q4 		$40K Sell
1,246
-1,529
-55% -$50.6K ﹤0.01% 1182
2014
Q3 		$100K Sell
2,775
-106
-4% -$4.25K 0.01% 830
2014
Q2 		$123K Buy
2,881
+353
+14% +$13.8K 0.02% 733
2014
Q1 		$88K Sell
2,528
-274
-10% -$9.13K 0.01% 802
2013
Q4 		$98K Buy
2,802
+69
+3% +$2.43K 0.02% 759
2013
Q3 		$98K Buy
2,733
+2,384
+683% +$79.3K 0.02% 658
2013
Q2 		$10K Buy
+349
New +$10.5K ﹤0.01% 1553

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MSI Financial Services's SU Position: Q4 2016 in Review

MSI Financial Services increased its Suncor Energy (SU) stake by 0.07% in Q4 2016, buying an estimated $92 and bringing the position to 4,507 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

MSI Financial Services first reported a position in SU in Q2 2013 and has held it in 15 quarters since. 495 funds tracked by Wall St. Rank hold SU as of Q4 2016.

  • MSI Financial Services held 4,507 shares of Suncor Energy worth $147K as of Q4 2016.
  • MSI Financial Services bought 3 Suncor Energy shares in Q4 2016, an estimated $92.
  • Suncor Energy made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1253 holding.
  • MSI Financial Services first reported a position in Suncor Energy in Q2 2013 and has held it in 15 quarters since.
  • 495 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.