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MYCIO Wealth Partners’s Suncor Energy SU Stock Holding History

MYCIO Wealth Partners’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
-205
Closed -$9K – 651
2014
Q2 		$9K Hold
205
– – ﹤0.01% 482
2014
Q1 		$7K Hold
205
– – ﹤0.01% 497
2013
Q4 		$7K Buy
+205
New +$7.21K ﹤0.01% 480

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

MYCIO Wealth Partners's SU Position: Q3 2014 in Review

MYCIO Wealth Partners sold out of Suncor Energy (SU) in Q3 2014, closing a stake of 205 shares — an estimated $9K sold.

MYCIO Wealth Partners first reported a position in SU in Q4 2013 and held it in 3 quarters. The position peaked at $9K in Q2 2014. 532 funds tracked by Wall St. Rank hold SU as of Q3 2014.

  • MYCIO Wealth Partners reported no remaining Suncor Energy position as of Q3 2014 after selling out during the quarter.
  • MYCIO Wealth Partners sold 205 Suncor Energy shares in Q3 2014, an estimated $9K.
  • MYCIO Wealth Partners first reported a position in Suncor Energy in Q4 2013 and held it in 3 quarters.
  • MYCIO Wealth Partners's Suncor Energy position peaked at $9K in Q2 2014.
  • 532 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2014.

Based on MYCIO Wealth Partners's 13F filing for Q3 2014, filed 13 Nov 2014.