NME
SU icon

Notis-McConarty Edward’s Suncor Energy SU Stock Holding History

Notis-McConarty Edward’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
-5,800
Closed -$155K – 108
2015
Q3 		$155K Hold
5,800
– – 0.12% 103
2015
Q2 		$160K Sell
5,800
-500
-8% -$15.1K 0.11% 110
2015
Q1 		$184K Hold
6,300
– – 0.13% 104
2014
Q4 		$200K Hold
6,300
– – 0.14% 105
2014
Q3 		$228K Buy
6,300
+3,500
+125% +$140K 0.16% 104
2014
Q2 		$119K Sell
2,800
-200
-7% -$7.79K 0.08% 106
2014
Q1 		$105K Sell
3,000
-5,800
-66% -$193K 0.07% 102
2013
Q4 		$308K Buy
+8,800
New +$309K 0.22% 89

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Notis-McConarty Edward's SU Position: Q4 2015 in Review

Notis-McConarty Edward sold out of Suncor Energy (SU) in Q4 2015, closing a stake of 5,800 shares — an estimated $155K sold.

Notis-McConarty Edward first reported a position in SU in Q4 2013 and held it in 8 quarters. The position peaked at $308K in Q4 2013. 465 funds tracked by Wall St. Rank hold SU as of Q4 2015.

  • Notis-McConarty Edward reported no remaining Suncor Energy position as of Q4 2015 after selling out during the quarter.
  • Notis-McConarty Edward sold 5,800 Suncor Energy shares in Q4 2015, an estimated $155K.
  • Notis-McConarty Edward first reported a position in Suncor Energy in Q4 2013 and held it in 8 quarters.
  • Notis-McConarty Edward's Suncor Energy position peaked at $308K in Q4 2013.
  • 465 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2015.

Based on Notis-McConarty Edward's 13F filing for Q4 2015, filed 12 Feb 2016.