National Planning Corporation’s Suncor Energy SU Stock Holding History

National Planning Corporation’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
2015 Q4	–	Sell	-7,300	Closed	-$221K	–	752
2015 Q3	$221K	Hold	7,300	–	–	0.02%	533
2015 Q2	$210K	Hold	7,300	–	–	0.02%	569
2015 Q1	$232K	Sell	7,300 -875	-11%	-$26K	0.02%	554
2014 Q4	$244K	Buy	+8,175	New	+$270K	0.02%	598
2014 Q3	–	Sell	-5,147	Closed	-$219K	–	783
2014 Q2	$219K	Buy	+5,147	New	+$201K	0.02%	658

Other funds holding SU

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

National Planning Corporation's SU Position: Q4 2015 in Review

National Planning Corporation sold out of Suncor Energy (SU) in Q4 2015, closing a stake of 7,300 shares — an estimated $221K sold.

National Planning Corporation first reported a position in SU in Q2 2014 and held it in 5 quarters. The position peaked at $244K in Q4 2014. 464 funds tracked by Wall St. Rank hold SU as of Q4 2015.

National Planning Corporation reported no remaining Suncor Energy position as of Q4 2015 after selling out during the quarter.
National Planning Corporation sold 7,300 Suncor Energy shares in Q4 2015, an estimated $221K.
National Planning Corporation first reported a position in Suncor Energy in Q2 2014 and held it in 5 quarters.
National Planning Corporation's Suncor Energy position peaked at $244K in Q4 2014.
464 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2015.

Based on National Planning Corporation's 13F filing for Q4 2015, filed 16 Feb 2016.