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Northwestern Mutual Investment Services’s Suncor Energy SU Stock Holding History

Northwestern Mutual 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
2015
Q4 		– Sell
-74
Closed -$2K – 329
2015
Q3 		$2K Buy
+74
New +$1.99K ﹤0.01% 188

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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 $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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Northwestern Mutual Investment Services's SU Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of Suncor Energy (SU) in Q4 2015, closing a stake of 74 shares — an estimated $2K sold.

Northwestern Mutual Investment Services first reported a position in SU in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 465 funds tracked by Wall St. Rank hold SU as of Q4 2015.

  • Northwestern Mutual Investment Services reported no remaining Suncor Energy position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 74 Suncor Energy shares in Q4 2015, an estimated $2K.
  • Northwestern Mutual Investment Services first reported a position in Suncor Energy in Q3 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's Suncor Energy position peaked at $2K in Q3 2015.
  • 465 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.