New England Securities’s Suncor Energy SU Stock Holding History

New England Securities’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	$21K	Sell	648 -126	-16%	-$4.17K	0.01%	871
2014 Q3	$28K	Hold	774	–	–	0.01%	798
2014 Q2	$33K	Hold	774	–	–	0.01%	745
2014 Q1	$27K	Hold	774	–	–	0.01%	746
2013 Q4	$27K	Sell	774 -47	-6%	-$1.65K	0.01%	730
2013 Q3	$29K	Buy	821 +41	+5%	+$1.36K	0.01%	652
2013 Q2	$23K	Buy	+780	New	+$23.5K	0.02%	646

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

New England Securities's SU Position: Q4 2014 in Review

New England Securities reduced its Suncor Energy (SU) stake by 16% in Q4 2014, selling an estimated $4.17K and leaving 648 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #871.

New England Securities first reported a position in SU in Q2 2013 and has held it in 7 quarters since. The position peaked at $33K in Q2 2014. 510 funds tracked by Wall St. Rank hold SU as of Q4 2014.

New England Securities held 648 shares of Suncor Energy worth $21K as of Q4 2014.
New England Securities sold 126 Suncor Energy shares in Q4 2014, an estimated $4.17K.
Suncor Energy made up 0.01% of New England Securities's portfolio in Q4 2014, its #871 holding.
New England Securities first reported a position in Suncor Energy in Q2 2013 and has held it in 7 quarters since.
New England Securities's Suncor Energy position peaked at $33K in Q2 2014.
510 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.