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National Investment Services’s Suncor Energy SU Stock Holding History

National Investment 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
2013
Q3 		– Sell
-37,945
Closed -$1.12M – 66
2013
Q2 		$1.12M Buy
+37,945
New +$1.14M 0.92% 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 $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Investment Services's SU Position: Q3 2013 in Review

National Investment Services sold out of Suncor Energy (SU) in Q3 2013, closing a stake of 37,945 shares — an estimated $1.12M sold.

National Investment Services first reported a position in SU in Q2 2013 and held it in 1 quarter. The position peaked at $1.12M in Q2 2013. 471 funds tracked by Wall St. Rank hold SU as of Q3 2013.

  • National Investment Services reported no remaining Suncor Energy position as of Q3 2013 after selling out during the quarter.
  • National Investment Services sold 37,945 Suncor Energy shares in Q3 2013, an estimated $1.12M.
  • National Investment Services first reported a position in Suncor Energy in Q2 2013 and held it in 1 quarter.
  • National Investment Services's Suncor Energy position peaked at $1.12M in Q2 2013.
  • 471 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2013.

Based on National Investment Services's 13F filing for Q3 2013, filed 21 Oct 2013.