Partnervest Advisory Services’s Suncor Energy SU Stock Holding History

Partnervest Advisory 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
2014 Q3	–	Sell	-386	Closed	-$16K	–	711
2014 Q2	$16K	Buy	386 +94	+32%	+$3.66K	0.01%	593
2014 Q1	$10K	Hold	292	–	–	﹤0.01%	658
2013 Q4	$10K	Buy	292 +206	+240%	+$7.24K	﹤0.01%	643
2013 Q3	$3K	Buy	+86	New	+$2.86K	﹤0.01%	907

Other funds holding SU

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Partnervest Advisory Services's SU Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Suncor Energy (SU) in Q3 2014, closing a stake of 386 shares — an estimated $16K sold.

Partnervest Advisory Services first reported a position in SU in Q3 2013 and held it in 4 quarters. The position peaked at $16K in Q2 2014. 532 funds tracked by Wall St. Rank hold SU as of Q3 2014.

Partnervest Advisory Services reported no remaining Suncor Energy position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 386 Suncor Energy shares in Q3 2014, an estimated $16K.
Partnervest Advisory Services first reported a position in Suncor Energy in Q3 2013 and held it in 4 quarters.
Partnervest Advisory Services's Suncor Energy position peaked at $16K in Q2 2014.
532 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.